David Rockefeller Fellows Class of 2017-2018
Emma Bailey is Managing Director and Americas Head of IHC and Americas Shared Services –Legal, Barclays PLC. She is responsible for leading Americas legal coverage teams for US Bank Regulatory; Principal M&A and Operations, Technology & Commercial. She also manages the Americas corporate secretariat function and coordinates Americas legal coverage for HR and Financial Crime.
Khary P. Barnes is a Vice President of Global Corporate Payments for American Express, leading the Eastern region of the United States; accountable for $8 billion in transaction volume. He advises Fortune 500, multinational companies and senior executives on their global enterprise payment needs across industries. Khary’s experience includes setting strategy, developing and leading diverse and talented teams, driving change management, as well as providing counsel to partners and clients on complex finance issues. Notably, he completed American Express’s investment in and partnership with a payment services company in China to enable digital payments for its consumer and business customers and acquired a fraud solution platform to help merchants combat fraudulent online and mobile transactions. Khary is responsible for developing client strategies with a focus on cultivating new sales, identifying partnership opportunities, and creating dynamic products and strategic solutions. Prior to Global Corporate Payments, Khary led transactions within the Corporate Development Group where he negotiated acquisitions, investments, divestitures and joint ventures/partnerships globally for American Express. Khary began his career at Lehman Brothers as an investment banker specializing in asset based lending. Khary is an outspoken proponent of civic engagement and public service. He sits on the boards of the National Urban League, Manhattan Chambers of Commerce, Symphony Space, Democracy Preparatory Charter School, and the Cornell University Council. Khary earned a Bachelor of Science from Cornell University, and a Masters in Business Administration from Harvard Business School. He lives in New York City with his wife, and enjoys running and travel.
Kate Bicknell is a Senior Vice President of Commercial & Residential Development at Forest City New York. Ms. Bicknell leads Forest City’s partnership with Cornell Tech, including the development of The Bridge at Cornell Tech, where industry and academia will have the opportunity to work side-by-side to spur innovation and the commercialization of new products and technologies. In addition, Ms. Bicknell leads Forest City’s collaboration with Johns Hopkins to build partnerships with and attract biotech and life sciences companies to the East Baltimore Science + Technology Park, adjacent to the Johns Hopkins Medical campus. Ms. Bicknell spent her first 8 years at Forest City in a leadership role in the development of Pacific Park Brooklyn, a $4.9 billion, 22-acre public-private partnership, anchored by Barclays Center. Prior to joining Forest City, Ms. Bicknell worked as a Legislative Aide to the late Senator Daniel Patrick Moynihan and was the Federal Policy Director for Smart Growth America. Ms. Bicknell holds an MBA from The Wharton School, and a BS in Urban Studies from Cornell University’s College of Architecture, Art and Planning, where she currently serves as Co-Chair of the Dean’s Advisory Council.
Jonathon Blackwell is a Director of the Investments Group at SL Green Realty Corp. He has been with the Company since 2008 and is responsible for all aspects of investments including the sourcing, underwriting, negotiation and execution of direct real estate and structured finance transactions. Mr. Blackwell co-manages a team of 10 investment professionals and has been actively involved in the execution of more than $14.0 billion of gross debt and equity transactions since joining the company. He received a B.S. in Economics with concentrations in Real Estate and Finance from the Wharton School of the University of Pennsylvania. Mr. Blackwell lives on the Upper West Side with his wife and daughter.
Jennifer Breithaupt, Global Consumer Chief Marketing Officer, Citi, oversees a team focused on crafting distinctive, impactful campaigns that differentiate Citi’s industry leading card products and driving long-term brand loyalty with card members across the globe. Jennifer also leads Citi’s entertainment access program, Private Pass, which brings card members closer to their favorite artists through curated offerings and VIP experiences (lounge access, exclusive meet and greets etc). Through Private Pass, Citi offered card members access to more than 6,500 events in 2016 featuring artists such as Guns N’ Roses, Coldplay, Selena Gomez, Andra Day, and Luke Bryan. Jennifer has driven innovation to amplify the concert experience and fan engagement beyond traditional means through close partnerships spanning multiple genres. Her team has created and managed some of the most exciting marketing and branded entertainment programs, including access to more than half of the top 100 concert tours, record-setting presales, a multi-year sponsorship with NBC and the launch of the Citi Concert Series on TODAY, and most recently, a series of live virtual reality concerts that will offer fans a truly immersive experience. Jennifer’s curation goes far beyond traditional tour sponsorships and has also included album release parties and intimate preshow experiences with some of the biggest artists in music. Additionally, Jennifer has oversight of Citi’s key alliance with Live Nation – including a recent expansion of the partnership into key Asia markets – and is responsible for strategic development and execution of all branded entertainment properties and initiatives. She is a frequent speaker at industry events and has been widely quoted in media outlets including The New York Times, Forbes, Ad Age, Los Angeles Times, and The Drum.
Melissa Carmichael serves as the East Region Leader for Aon’s Financial Services Group (FSG), responsible for NY, Boston, Philadelphia, Pittsburgh, Atlanta and Charlotte FSG operations. Melissa is also the lead broker for numerous clients with specific expertise in Directors & Officers Liability, Professional Liability, Employment Practices Liability and Fiduciary Liability. Melissa joined Aon FSG in 2011 after being with Marsh for 16 years, most recently leading the NY Region for the Financial and Professional Practice (FINPRO). Prior to Marsh, Melissa was an account executive with Jamison specializing in lawyer’s professional liability insurance. Melissa holds an MBA in Finance from New York University’s Stern School of Business and a BS in Management from the University of South Carolina.
Sarah Chen is Assistant Vice President and Senior Counsel at The Guardian Life Insurance Company of America. In this role she works on issues primarily related to the distribution of Guardian’s products, including the purchase and sale of Guardian’s existing agencies, and provides counsel to Guardian and its subsidiaries. Sarah joined Guardian in 2015. Prior to Guardian, Sarah was an associate in Locke Lord LLP’s New York office. Sarah earned her undergraduate degree in 2002 from Wellesley College and her law degree in 2006 from Fordham Law School. She lives in Manhattan with her husband and two daughters aged 8 and 4.
Julia Czarniak is a partner in the Energy and Infrastructure Projects Group at Skadden, Arps, Slate, Meagher & Flom LLP. She represents financial institutions, investors, underwriters and sponsors in all aspects of project development and project finance — particularly in the energy sector — and other infrastructure and industrial projects. She has handled complex project financings in the United States, Asia and the Middle East, including oil and gas, petrochemicals, LNG and power generation-related matters. A native Russian speaker, Ms. Czarniak received her B.A. from Moscow State University, law degree from Georgetown University Law Center and a Master of Arts from Yale University. Before joining Skadden, she was a legal intern with both the Export-Import Bank of the United States. She repeatedly has been selected for inclusion in Chambers Global, Chambers USA and IFLR1000. In 2014, Ms. Czarniak was included in the Expert Guides edition of Women in Business Law for Project Finance in the United States. She also was named a finalist in the Energy/Projects Lawyer of the Year category at the inaugural Chambers USA Women in Law Awards 2012.
Neil Dhar is an experienced partner at PwC who currently serves as the Head of PwC’s prestigious and market recognized Financial Services business which includes all matters (Consulting, Tax and Audit services) associated with the Asset & Wealth Management, Banking & Capital Markets, and Insurance sectors. Previous to this role he held numerous senior leadership roles in PwC’s Deals business. He is also a member of PwC’s Extended Leadership Team. Currently based in NYC, he has previously worked in London and Chicago. Functionally, Neil is a seasoned deal consulting professional with over 20+ years of experience advising on over 200 transactions representing billions in transaction value and/ or capital. His focus is on advising the world’s largest financial sponsors and corporates on transformational transactions such as public offerings (IPOs, spins, debt offerings), divestitures, acquisitions/ alliances, and PE portfolio company value creation exercises, exit planning and financings. He has responsibility as the lead coverage partner for one of the Firm’s most significant clients (one of the world’s largest financial sponsors/ alternative asset managers). Neil is a frequent guest on major news outlets (CNBC, Bloomberg, Fox Business News, Wall St Journal, Business Insider, Forbes, etc), lecturer at financial conferences and the author of numerous articles on the aforementioned transactional events. Neil has a MBA from the Kellogg School of Management, Northwestern University, and attended Villanova University for an undergraduate degree in business. He has attended Executive Education programs at both Harvard Business School and Insead with concentrations in Leadership Development and Strategy, respectively. He currently serves on the Board of Directors for New York Cares and on the Advisory Council of Villanova School of Business – Finance.
Heather Dietrick serves as President and Publisher of The Daily Beast. Previously she was President of Gizmodo Media Group, LLC (formerly known as Gawker Media, LLC), leading day-to-day operations and driving strategic integration into its acquiring entity, Univision Communications, Inc. Before this position, she was President and General Counsel of Gawker Media, LLC, overseeing business strategy and day-to-day operations, including editorial, advertising and business development. At Gawker Media, she also served on the Board of Directors, providing strategic advice to steer the company towards a successful asset sale.Before joining Gawker, Heather worked as First Amendment Fellow and Counsel at Hearst Corporation, as a Law Clerk in the Eastern District of New York, and as an associate at Goodwin Procter, LLP, where she practiced trademark and patent litigation and prosecution. Heather was previously Co-Chair of the American Bar Association Forum on Communications Law. She holds a J.D. and an M.B.A. from the University of Michigan, and a B.A. from Georgetown University.
Steven Glenn is the Chief Financial Officer at Warburg Pincus LLC. He joined Warburg Pincus in 2007 and is responsible for all financial administration and treasury functions in his role as Chief Financial Officer. He also serves as a member of the firm’s Executive Management Group. Prior to joining the firm, he was a Partner in Ernst & Young’s Transaction Advisory Services Group. Mr. Glenn, a Certified Public Accountant, received a B.S. from Binghamton University, an M.S. from SUNY Albany and a J.D. from Fordham University. He is a member of the American Institute of Certified Public Accountants. He is the former Treasurer of the Make-A-Wish Foundation of New Jersey and actively involved with Lunch Break of Red Bank.
Jared Hendricks is a Senior Managing Director at Centerbridge Partners. Jared joined Centerbridge in 2006 and focuses on investments in the Technology, Media & Telecom sector. Prior to joining Centerbridge, Jared was an Associate at Silver Lake Partners, a private equity firm focused on investments in technology and related growth companies. Previously, Jared was an Investment Banking Analyst within the Global Industrial and Services Group at Credit Suisse First Boston. Jared serves on the Boards of Directors of American Renal Holdings, Inc. (and affiliated entities), IPC Corp. (and affiliated entities), Ligado Networks LLC., Starfish Parent L.P. (the parent of Syncsort Inc.). Jared graduated summa cum laude with a BS in Economics from the University Pennsylvania’s Wharton School.
Anna Klein currently serves as Vice President of Corporate Affairs on the Global Communications team at The Estée Lauder Companies (ELC). In this position, Anna strengthens and accelerates the Company’s global communications strategy to further align with business priorities, manages issues, enables risk mitigation and identifies areas of opportunities to continue to advance the Company and its brands.
Andrew S. Komaroff, Chief Operating Officer of Neuberger Berman Group LLC, joined the firm in 2001. Andy’s responsibilities include oversight of the firm’s client coverage and distribution channels as well as information technology and operations. Andy also served as the interim Chief Financial Officer immediately following the firm’s employee-led buyout in 2009. Prior to joining the firm, Andy was a principal at Ripplewood Holdings, a New York and Tokyo-based private equity firm and a management consultant at McKinsey & Co. Andy serves on the Board of Trustees for the Writing Revolution, a national not-for-profit organization dedicated to teaching students to think clearly and reflect that thinking in their writing. Andy also serves on the Board of Trustees for the Securities Industry and Financial Markets Association. Andy received a BA from Williams College and a JD from Stanford Law School.
Deepak Krishnamurthy is an Executive Vice President and Chief Strategy Officer at SAP. He is responsible for shaping SAP’s global strategy and identifying the short and long-term growth drivers for SAP. Deepak also co-leads SAP’s open innovation initiative including overseeing the early stage venture investment SAP.iO Fund and the associated SAP.iO Foundry startup engagement initiatives in San Francisco, New York City, Berlin and Tel Aviv. During his time at SAP, Deepak has architected SAP’s cloud strategy from its shift to the cloud business model to driving several large cloud M&A transactions. Deepak also serves as SAP’s Strategy Officer to the World Economic Forum and leads SAP’s engagement with the WEF’s Center for the Fourth Industrial Revolution in San Francisco. Previously, Deepak was an Engagement Manager at McKinsey & Company advising clients in the high-tech and healthcare industries. Before that, he held multiple leadership positions at Cognizant Technology Solutions including leading business development in North America for the Business Analytics practice and driving strategic engagements with clients with the Business Consulting practice. Deepak holds an MBA from the Indian Institute of Management and is based in New York City’s corporate office in Hudson Yards.
Diane Kurtzman is Vice President of Human Resources – International and Corporate Groups at The Travelers Companies, Inc. Currently, she is responsible for providing HR Business Partner support and leadership to the company’s $2.5 billion International business, as well as to various corporate groups, including Legal, Government Relations, the Travelers Institute, Investments, Administrative Services and Corporate Finance. Diane also has responsibility for leading the company’s Talent Acquisition function and for managing the HR Generalists that support Underwriting and Operations in the company’s domestic Field operations. Diane has almost 30 years of experience as a Human Resources professional. She holds a bachelor’s degree in computer science from Brooklyn College. Diane and her husband, Jeff, have twin girls, age 12.
Laurie Ledford is Chief Human Resources Officer of Marsh & McLennan Companies, a Fortune 250 global professional services firm providing advice and solutions in the areas of risk, strategy and people. Ms. Ledford is responsible for the firm’s human capital and talent strategy and the delivery of human resources services to over 60,000 colleagues worldwide. She also oversees the firm’s Corporate Social Responsibility area. She is a member of the Marsh & McLennan Companies Executive Committee. Previously, Ms. Ledford served as Chief Human Resources Officer for Marsh, a global provider of insurance broking and innovative risk management solutions, a position she assumed in 2006. Ms. Ledford joined Marsh in 2000 and held a number of leadership positions before assuming the CHRO role there, including Senior Human Resources Director for international specialty operations, which comprised the firm’s operations in Latin America, the Caribbean, Asia/Pacific, and Africa. Earlier, she held positions in Corporate Human Resources, Private Client Services, and Mobility and Succession Planning. Before joining Marsh, Ms. Ledford was with Citibank for six years and held positions in recruitment, staffing, and development before becoming senior human resources officer for the firm’s US branch network, including Operations, Retail Brokerage, and Business Banking. Earlier in her career she was with NationsBank (now Bank of America), where she held a variety of positions over a 15-year period, culminating with vice president of human resources responsible for staffing and management development. Ms. Ledford earned a bachelor’s degree in business administration from Florida Atlantic University and an M.B.A. from the University of Miami.
Edward J. Lee is a partner at Wachtell, Lipton, Rosen & Katz. Ed’s practice focuses on mergers and acquisitions, corporate governance and complex capital markets transactions, and has included domestic and cross-border M&A transactions, spin-offs and carve-outs, joint ventures, leveraged buyouts, and initial public and other securities offerings. He also frequently advises companies on takeover defense and shareholder activism-related matters. He has advised a broad range of public and private clients across many industries in significant transactions, including, among others, United Technologies, Verizon Communications, Walgreens, Harman International, Samsung C&T, Doosan Corporation, Publicis Groupe, Colgate-Palmolive, Tim Hortons, Thermo Fisher, Novartis, Warburg Pincus and Riverstone Holdings. Ed received a B.S. from Cornell University and a J.D. from Harvard Law School. In each of 2015, 2016 and 2017, Ed was named a “Rising Star” by Expert Guides in the Corporate / M&A category. Ed is currently Co-Chair of the Corporate Law Committee of the Asian American Bar Association of New York and a member of the Board of Governors of the Korean American Lawyers Association of Greater New York. Ed lives in Manhattan with his wife, son and daughter.
Paula Madoff is an Advisory Director at Goldman Sachs where she has worked for the past 23 years. As a Partner and Head of North America Interest Rate Products and Mortgage Sales in the Securities Division, Paula led a business that was top ranked in market share and a winner of multiple Risk Magazine awards. In her role, she helped advise global financial institutions with fixed income investing, asset/liability management, and risk management solutions. She was a member of key strategic and operational level committees including the Securities Division Operating Committee, Firmwide New Activity Committee, Securities Division Counterparty Risk Committee, GS Bank USA Client and Business Standards Committee, and is Co-Chair of the Retirement Committee for the firm’s US retirement plans, and CEO of Goldman Sachs Mitsui Marine Derivatives Products. Prior to joining Goldman Sachs, Paula worked as an analyst in Corporate and Real Estate Finance for Bankers Trust and in Mergers and Acquisitions for Wasserstein Perella & Co. Paula serves as a board member of the Friends of Hudson River Park, NYU Child Study Center, and the Harvard Women’s Leadership Board. She holds an MBA from Harvard Business School and a BA in Economics, cum laude, from Lafayette College. She lives with her husband and 3 children in downtown New York City.
Jeffrey Mandel is the Managing Director, Acquisitions, United States & New York at Tishman Speyer. Jeffrey Mandel joined Tishman Speyer in 2014. In his role, he sets the strategy for driving the firm’s acquisitions across the United States, growing business and engaging with regional teams. Prior to joining the company, he served in the Bloomberg administration as senior advisor to the Deputy Mayor for Economic Development. In that role, Mr. Mandel was responsible for a number of signature redevelopment initiatives, including the World Trade Center and Essex Crossing projects, as well as several million square feet of public and private re-zonings. Previously, he held positions at Bank of America Securities, Lehman Brothers and Cravath, Swaine & Moore, LLP. Mr. Mandel holds a BA, MBA and JD, all from Columbia University.
Jillian McCarthy is a Managing Director and Global Head of Financial Planning and Analysis for Perella Weinberg Partners, a leading independent financial services firm. Ms. McCarthy started PWP’s financial planning and analysis group in 2009 after working in the Firm’s investment banking division. She is responsible for firm-wide strategic financial analysis, operations and project management. She is also a member of the firm’s Women’s Initiative. Ms. McCarthy has 14 years of experience working in various finance roles. Prior to joining Perella Weinberg Partners, she was an Associate at CharterMac Capital LLC (formerly part of the Related Companies LP) in its Corporate Funds Tax Credit Acquisitions Group. She started her career at Toys “R” Us in the Finance Leadership Development Program where she held various roles on both the finance and financial reporting teams. Ms. McCarthy earned a Bachelor of Business Administration from the Goizueta Business School at Emory University.
Kathleen McCarthy is a Senior Managing Director and Global Chief Operating Officer of the Blackstone Real Estate group. She is based in New York. Ms. McCarthy provides global leadership for Blackstone’s Real Estate business including oversight of Investor Relations and Business Development, Human Resources, Finance and Legal & Compliance. Blackstone has the largest real estate platform in the world with over $100 billion in investor capital under management. Blackstone’s portfolio includes hotel, office, retail, industrial and residential properties in the U.S., Europe, Asia and Latin America. Before joining Blackstone in 2010, Ms. McCarthy worked at Goldman Sachs, where she most recently was a Vice President focused on investments for the Real Estate Principal Investment Area. Ms. McCarthy began her career at Goldman Sachs in the Mergers & Strategic Advisory Group within the Investment Banking Division. Ms. McCarthy received a BA with Distinction from Yale University. Ms. McCarthy serves on the Board of City Harvest, which focuses on ending hunger in New York City through food rescue and distribution.
Jordan Murray is a partner at the global law firm Debevoise & Plimpton LLP, where he is Deputy Chair of the firm’s global Corporate Department. His practice focuses on advising sponsors of, and institutional investors in, open- and closed-ended private investment funds, co-investment vehicles and separately managed accounts, covering numerous sectors and strategies, including buyout, real estate, credit and litigation finance. Jordan is recognized as a leading lawyer for private equity fund formation by Chambers USA, Chambers Global and The Legal 500 US. He has long supported primary, secondary and graduate education, and has been a member of the Duke Athletic Leadership Board since 2012. Jordan received his A.B. from Duke University, where he played all four years on Duke’s top ten nationally ranked tennis team, and his J.D. (cum laude) from the Fordham University School of Law. Jordan lives in Manhattan with his wife and their two high school-aged children.
Louise Pennington is an Executive Vice President with Willis Towers Watson. She is currently the Director of Client Management in Metro New York. The practice focuses exclusively upon the Fortune 1000 client base across a multitude of industries. She and her team are responsible for developing strategies that drive solutions where people and risk issues intersect and offers advice to clients across a spectrum of business issues to achieve both short and long term corporate goals through proactive engagement with corporate risk management and HR teams alike. She is responsible for both client retention and growth. Louise has over 18 years of experience in insurance brokerage and six as a practicing attorney during which the majority of time she served as an Assistant District Attorney with the Manhattan District Attorney’s Office. Louise is a member of the Women’s Forum of New York, board member of the Insurance Industry Charitable Foundation Northeast Division, member of the UJA General Insurance Division Committee and Co-Leader, Women & Supporters Network, Willis Towers Watson, participant in the 30% Club Mentor/Mentee Program. She has been named one of the 2017 Top Women in Re/Insurance in the Intelligent Insurer Magazine and was a 2009 recipient of Business Insurance’s Women to Watch award. Louise earned her Bachelor’s degree from the University of Pennsylvania and holds an J.D. from Tulane Law School.
Gina Proia is EVP and Chief Marketing and Communications Officer of CIT Group. She is responsible for overseeing the company’s branding, marketing, advertising, communications and corporate citizenship strategies as well as ensuring they support CIT’s priorities. She is also responsible for advancing strategies and programs to help promote a corporate culture that aligns employees with CIT’s business goals and facilitates sustained growth. Proia is a strategic leader that has created programs to advance transformation, enhance reputation and develop social responsibility. She joined CIT following 10 years at Ally Financial, where she served most recently as Chief Communications Officer. She is on the Operation HOPE Northeast board of directors and has previously served as a board member of Jump$tart Coalition, a national nonprofit organization advancing financial education for young people. She is also a member of the Arthur W. Page Society. In 2010, Proia was recognized on PR Week’s 40 Under 40 List, and in 2015 she received the Aiming High Award from Legal Momentum, the Women’s Legal Defense and Education Fund, which recognizes the accomplishments of women in business. Prior to joining Ally, Proia held various positions at General Motors in the areas of financial communications, marketing communications, and product publicity.
Keith Rooney is currently the Jurisdictional Director, Community, Government Relations and Customer Management at National Grid. Keith is responsible for all major customer, government and community activities Downstate New York. This includes managing a team of Jurisdictional Managers in Staten Island, Brooklyn, Queens and Long Island. Keith has over 28 years’ experience with National Grid and was most recently Manager of Gas Control for Long Island and Upstate New York. He managed twenty rotating shift operators, thirty plus power generators, gas compliance and ran the gas network for the state. He graduated from St Joseph’s College with a business degree and Executive MBA and is a former United States Marine. He served on the NGA Gas Control Managers board and also the Deer Park School board as Trustee and Vice President. Recently Keith completed the United Way’s Loaned Executive program in New York City. This role included customer management, marketing, project management, public speaking and driving a positive change in the communities we serve. He is married twenty five years with three children.
Adam Rosman is Executive Vice President, General Counsel and Corporate Secretary of First Data Corporation, a payments technology company. He joined First Data in October 2014 and oversees First Data’s legal, regulatory, and government affairs functions and sits on the company’s Management Committee. Before joining First Data, Adam served as the Group General Counsel for the Willis Group, (now Willis Towers Watson). In that position, Adam was responsible for the legal, compliance, audit, and risk functions. He joined Willis in 2009 and also served for three years as the company’s Group Deputy General Counsel, responsible for Willis’s worldwide legal operations. Prior to joining Willis, Adam was Senior Vice President and Associate General Counsel at Cablevision Systems Corporation in Bethpage, NY. Before that, he was a partner at the Washington D.C.-based law firm of Zuckerman Spaeder LLP, where he advised public companies and senior executives on a range of legal matters. Between 1996 and 2003, Adam was an Assistant United States Attorney in Washington, D.C., where he prosecuted a wide range of matters. He also worked in 2000-2001 as Deputy Assistant to the President and Deputy Staff Secretary for President Clinton. He is a graduate of Stanford Law School and Union College, where he graduated magna cum laude and was a member of Phi Beta Kappa. He has lectured extensively as an Adjunct Professor of Law at Georgetown University Law Center.
Sherif Sakr is a partner in Deloitte’s Risk and Financial Advisory practice. Sherif serves as an advisor to several of Deloitte’s largest and most strategic global financial services industry (GFSI) clients. In his role as a global lead client service partner, Sherif overseas the entire global client relationship, bringing the breadth and depth of Deloitte to its clients while overseeing service delivery and quality of execution across the relationship globally. In addition, Sherif provides C-Suite finance and risk executives advisory and consulting services related to accounting and financial reporting, structured finance, treasury operations, and risk management. Sherif is one of Deloitte’s global specialists in areas related to financial instruments, structured transactions, derivatives and hedging activities, structured finance and securitization, M&A, and IPOs and he has extensive experience serving and advising clients on these topics. In addition to his client service and marketplace responsibilities, Sherif currently serves as member of the Operating Committee and the Chief Financial Officer of Deloitte’s Risk and Financial Advisory business where his responsibilities include financial planning and reporting, data analytics, and financial risk management as well as monitoring the strategy execution and the day-to-day business operations. Sherif is a recipient of the President’s Volunteer Service Award from the President of the United States in recognition for his global volunteer activities while working with the United States Agency for International Development (USAID) leading educational workshops on different topics related to global capital markets to local standard setters, exchange commissioners, and central bankers in several emerging markets. Sherif is involved with different community initiatives in the NYC Metro Area in addition to his active involvement with several global non-for-profit organizations with particular focus on health and education in developing countries.
Robert Sanchez is Senior Vice President of Corporate Shared Services at Con Edison, Inc. He oversees technology infrastructure, cyber security, gas and electricity supply, and resource planning for the power company serving the 10 million people of New York City, Westchester, Orange and Rockland counties. Bob is also responsible for employee recruitment, retention, benefits, compensation and professional development as well as supporting diversity and inclusion initiatives for the company’s 15,000 employees. A veteran of Con Edison for 27 years, Bob previously served as Vice President of Brooklyn & Queens Electric Operations. In this role, he was responsible for the maintenance and construction of the underground and overhead electric distribution system in the region. He earned an MBA from Pace University and a bachelor of science in Electrical Engineering from the University of Miami. He is a member of the Board of Trustees for Habitat for Humanity NYC. Bob has also served as a member of the Board of Trustees at Teatown Lake Reservation, the Queens Economic Development Corporation and the Brooklyn Chamber of Commerce.
Pablo Sanchez is Head of Retail Banking and Wealth Management, USA and Canada at HSBC Bank. In this role, he leads the RBWM business in the US and has oversight of the RBWM business in Canada. Pablo also serves on the HSBC US ExCo and the Global Retail Banking and Wealth Management ExCo. He is based in New York. Pablo joined HSBC in June of 2015 from J.P. Morgan Chase, where he held a number of retail banking leadership roles since 2006, the most recent of which was National Director, Consumer Banking. Before that, he held executive positions at Home Loan Direct and CitiMortgage – a subsidiary of Citigroup – in its lending, mortgage, and retail operations.
Raj Seshadri is president of U.S. Issuers, North America for Mastercard. In this role, she is responsible for managing and expanding our partnerships and business with banks and credit unions across the U.S. Ms. Seshadri is a member of the Mastercard Management Committee. Ms. Seshadri joined Mastercard in April 2016. Most recently, she was a managing director at Blackrock as leader of the iShares U.S. retail ETF business and prior to that, as the global chief marketing officer for iShares. Earlier in her career, Ms. Seshadri held roles at Citigroup in global strategy and small business banking; U.S. Trust in marketing, strategy and M&A; McKinsey & Company; and AT&T Bell Laboratories. In addition to her professional responsibilities, Ms. Seshadri is a member of the Board of Trustees of Mount Holyoke College, the Management Board for the Stanford Graduate School of Business, and the advisory board of SAYA!. As an adjunct professor she teaches in the Graduate School of Business at Columbia University. She received a bachelor’s degree from Mount Holyoke College in physics and mathematics, a Masters of Business Administration from Stanford University and a Ph.D. in physics from Harvard University.
Manan (Mike) Shah is a partner in the law firm of Milbank, Tweed, Hadley & McCloy LLP and heads the firm’s Executive Compensation Practice. Mike represents compensation committees and boards of directors on all facets of corporate governance and executive compensation issues. He advises public companies, private equity clients and senior management on executive compensation and employee benefits matters within the context of corporate transactions, including mergers & acquisitions, reorganizations and restructurings, friendly and hostile tender offers, divestitures, and public offerings. He assists clients on tax regulations and SEC disclosure requirements and negotiates employment, separation and change-of-control severance agreements for senior executives. Mike also advises public companies and assists in preparing their proxy statement disclosures on executive compensation. Mike is recognized by Chambers USA and The Legal 500 for his expertise in executive compensation and benefits matters and is a frequent commentator on executive compensation and governance issues for several leading financial news sources. He earned his J.D. from Yeshiva University’s Benjamin N. Cardozo School of Law and his B.A. from the City College of New York.
Joan Steinberg is Managing Director, Global Head of Philanthropy and President, Morgan Stanley Foundation. After nine years in the nonprofit sector, Joan joined Morgan Stanley in 1997 and currently oversees Morgan Stanley’s global philanthropic programs, including strategic planning and execution, employee engagement, and corporate and Foundation grantmaking totaling more than $100 million annually. Since joining the Firm, Joan has more than quadrupled the company’s giving; created programs for more than 50,000 employees annually; and expanded the Firm’s geographic outreach so that more communities could be served. She earned her undergraduate degree in English and Communications and her master’s degree in Public Administration from Rutgers University. Joan has also earned certificates in corporate citizenship from Harvard Business School and Boston College. In addition to her position at the Firm, Joan is active in her community, serving currently as an Executive Committee member of the Children’s Advisory Council of New York Presbyterian Hospital, as Chair of the SIFMA Foundation Board, Chair of the Friends of Elysian Charter School and a former Board member of Philanthropy New York. Previously she also served as the Program Officer and President of the Contributions Advisory Group.
Matthew R. Stopnik is Co-Head of U.S. Financial Sponsors at RBC Capital Markets, LLC. He joined RBC Capital Markets in January 2015. Prior to joining RBC, Mr. Stopnik spent 20 years at UBS Investment Bank, his most recent role serving as its U.S. Head of Financial Sponsors. At RBC, Matthew is responsible for originating and executing leveraged finance, equity financing and advisory services for some of the largest private equity firms in the world. Mr. Stopnik is on the Board of the RBC Foundation, is a member of the Board of Trustees of the TEAK Fellowship and is a member of the Board of Youth, INC. Mr. Stopnik received a BA from the University of Michigan. Mr. Stopnik and his wife live in New York City with their two children.
Andrew Topen has been Vice President, Head of Global Media Relations & Digital Comms at Pfizer Inc. since 2012. He serves as Pfizer’s chief media spokesperson and key media adviser to the CEO and Executive Leadership Team. Andrew is responsible for developing Pfizer’s global media strategy and its execution through its global press office. He is also the lead for the Company’s enterprise-wide digital communications including pfizer.com and social media channels. Furthermore, he serves on the Corporate Affairs and Global Communications Leadership Teams. Andrew joined Pfizer UK in 2005 as Head of Communications before leading media relations for the Europe, Africa Middle East and Asia / Pacific regions. Prior to joining Pfizer, Andrew was Head of Government Relations at GlaxoSmithKline UK. He was also led public affairs for the British Medical Association in Scotland and began his career as a Press & Parliamentary Officer in the House of Parliament, Westminster. Andrew graduated from the University of Dundee with a Master of Arts in Political Science & Geography. Andrew lives in Manhattan with his wife and 2 daughters.