Alumni Connections - No. 84 - July 2011

Alumni Connections is a sampling of alumni news. Alumni on the Move, Alumni to Know, CEO Watch: Taking the Lead, and CEO Watch: Making Headlines share news gleaned from media online and in print, including news submitted to Chicago Booth Magazine. Submit information about yourself or fellow alumni to

Alumni on the Move

AlixPartners LLP
Eric Thompson, '01, has joined as managing director in Asia. The restructuring, consulting, and financial advisory firm is headquartered in Southfield, Michigan.

Laura Kanov, '98,
has been promoted to vice president, corporate business strategy. Headquartered in Chicago, the company offers healthcare information technology for physicians and acute, post-acute, and home healthcare providers.

Arthur J. Gallagher & Co.
William Ziebell, '94,
has been promoted to corporate vice president from north central regional executive vice president of employee benefit consulting and brokerage operations. The international insurance brokerage and risk management firm is headquartered in Itasca, Illinois.

Baha Mar
Vaughn Roberts, '01,
has rejoined as vice president of corporate finance and treasury. The resort and entertainment complex is located in Nassau, Bahamas.

Wyatt Cavalier, '09,
has been promoted to director of global product development. The investment banking firm is headquartered in New York. Cavalier is based in London.

Canaccord Genuity
Camilo Lyon, '05, has joined as principal, equity research. Based in New York, the firm is the global capital markets division of Canaccord Financial Inc.

Donna Zarcone, '87,
has been elected to the board of directors. The information technology company is based in Vernon Hills, Illinois. Zarcone is president and CEO of D.F. Zarcone & Associates LLC.

Credit Suisse
Roger Lehman, '91,
has joined as managing director and head of commercial mortgage-backed securities research. The global banking giant is headquartered in Zurich, Switzerland.

DSC Logistics
Ellen Rudnick, '73,
has been appointed to a newly created healthcare strategy board. Based in Chicago, the supply chain management company has been focusing on working with medical device and pharmaceutical companies. Rudnick, a founder and former executive of medical diagnostics companies, is clinical professor of entrepreneurship and executive director of the Polsky Center for Entrepreneurship.

Todd Curry, '95,
has been appointed chief digital officer. The advertising agency is based in Downers Grove, Illinois.

Goodyear Tire & Rubber Company
Gregory Fritz, '06,
has joined as vice president, investor relations. The tire company is headquartered in Akron, Ohio.

HP Enterprise Services Italy
Massimo Capocasa, '97
, has been named bid director, managing the bid process for information technology outsourcing mega-deals. Based in Rome, the firm is part of the Hewlett-Packard Company.

InterSystems Corporation
Michel Amous, '09 (EXP-14)
, has been appointed country manager for the Middle East and India region. Headquartered in Cambridge, Massachusetts, the information technology company provides database systems and management software for corporate and government computer networks.

Johnson Controls
Bill Jackson, '88,
has joined in the newly created position of executive vice president, operations and innovation. The diversified technology company is based in Milwaukee, Wisconsin.

Katanga Mining Limited
Jeffrey Best, '01,
has joined as chief operating officer. Headquartered in Baar, Switzerland, the company operates a copper and cobalt mine complex in the Democratic Republic of Congo.

Bill Pescatello, '06,
has joined as principal. The Chicago-based investment fund was started by Groupon cofounders Eric Lefkofsky and Brad Keywell, both adjunct professors of entrepreneurship. The fund focuses on early-stage technology companies.

Milburn Corporation
Craig Gilbert, '02,
has been appointed chief marketing officer. Based in Greenwich, Connecticut, the investment management firm provides research, trading, and support services to Milburn Ridgefield Corporation, an investment fund.

Morgan Keegan & Company, Inc.
Tom Barry, '76,
has joined as managing director in the healthcare investment banking group in New York. The financial services firm is headquartered in Memphis, Tennessee.

Navistar International Corp.
William Osborne, '01 (XP-70),
has been named head of the Monaco recreational vehicle and Workhorse custom bus, motor home, and commercial chassis lines. The truck and diesel engine manufacturer is headquartered in Warrenville, Illinois.

Nomura Financial Investment (Korea) Co., Ltd.
Henry Jung, '98,
has been promoted to managing director for sales and trading. The financial service group and Asian-based investment bank is headquartered in Tokyo.
Christopher Krohn, '97,
has been named president and chief marketing officer. The online restaurant guide company is based in Arlington Heights, Illinois.
Daniel Greenberg, '92,
has joined as chief marketing officer. The job search engine is based in Mountain View, California.

Pilar Dieter, '11 (AXP-10),
has joined as principal of consulting services. She will lead the firm's greater China operations in the Shanghai office. The market strategy consulting firm is headquartered in Singapore.

University of Notre Dame
Roxanne Martino, '68,
has been elected to the board of trustees. The university is based in South Bend, Indiana. Martino is president and CEO of Aurora Investment Management in Chicago.

Alumni to Know

Chicago-based analyst Daniel Holland, '08, ranked first last year in the electronic and electrical equipment sector in the Wall Street Journal's Best on the Street survey. He accomplished this with a strategy of taking a long-term view and keeping it simple, said a May 10 article in the Wall Street Journal. "Trying to break down a stock's story for investors in very simple terms is what I try to do," said Holland, who works at Morningstar Inc. He told the newspaper he likes "as little jargon as possible," because he wants investors to comprehend his case.

Keith Koeneman, '94, put his finance career on hold to research a biography on former Chicago Mayor Richard M. Daley. As a mayor, Daley always aimed to please his father, former Chicago Mayor Richard J. Daley, who cast a huge shadow, Koeneman told Steve Edwards on his WBEZ radio show that ran May 13. Koeneman said Daley spent a lifetime doing things his dad would approve of, like being a good State's Attorney and building Millennium Park in Chicago. Koeneman also called the younger Daley a "master of political calculus" and "truly brilliant in terms of politics." As mayor the son focused on areas where his father was weak: race relations, public schools, and public housing, Koeneman said in the interview.

Spain's leading business and financial magazine, Actualidad Economica, has named Silvio Ocampo, '07 (EXP-12), one of Spain's best 100 finance executives for the second year in a row. Ocampo is director of finance for Spain and Portugal for Wrigley Co., S.L.U. The ranking is based on responses from about 2,000 finance executives hailing from businesses ranging from Spanish family companies to large corporations. The ranking was independently judged and audited by accounting firm KPMG.

Catherine Pratt, '80, was named as 2011 Corporate Woman of Achievement by the Chicago Chapter of the National Association of Women Business Owners. The award honors women in corporate leadership positions who have overcome obstacles to achieve success in their professions while paving the way for other women. Pratt is president of North Shore Community Bank & Trust.

The surging commodities market "probably will stay on this path for the next five to 10 years," said Shan Saeed, '09 (AXP-8), in a May 23 article he wrote for The Express Tribune. He said large cycles typically run 15 to 20 years, such as the commodities cycle in the 1970s or stocks in the 1980s and 1990s. "Riding those bull moves is how you make money," Saeed said. "Based on this premise, the commodity bull market has another five to 10 years left, but it's overdue for correction. The recent weakness is a part of this correction."

Byron Trott, '82, is called the "Midwest Medicis' favorite financier" in a May 23 Wall Street Journal profile. Entrusted by Warren Buffet and an advisor to the wealthy, the former Goldman Sachs executive two years ago founded the investment firm BDT Capital Partners, LLC. "We want to be a small firm with a big impact," Trott told the newspaper. His firm focuses on family-controlled businesses, which make up about a third of the S&P 500 index. By doing so, "We have a much different approach and perspective," Trott said.

In its 2010 Best of the Street Survey, the Wall Street Journal has named Dave Whiston, '07, the number one analyst in the specialty retail category for his coverage of auto dealerships. Whiston, a senior auto equity analyst with Morningstar in Chicago, beat out 77 analysts for the title.

CEO Watch: Making Headlines

Mark Barnekow, ’88
Based in Chicago with European headquarters in London, the firm offers purchasing services to manufacturers, retailers, and service firms.

Robert Beardsley, ’87
Galera Therapeutics
Beardsley cofounded the St. Louis, Missouri-based company, which develops drugs to treat cancer and fight side effects of radiation treatments.

Stanley Erck, ’76
President and CEO
Novavax, Inc.
Based in Rockville, Maryland, the biopharmaceutical company creates vaccines. Erck is the firm’s former executive chairman and will remain as a board member.

Taka Kinoshita, ’07
Managing Director and CEO
Mytex Polymers India Pvt. Ltd.
The chemical company is based in Gurgaon, Haryana, India, near Delhi, with a factory at Rajasthan. It makes compounds for the automotive industry.

P. Cody Phipps, ’91
President and CEO
United Stationers Inc.
Based in Deerfield, Illinois, the company runs a network of 64 distribution centers of business products and office supplies. Phipps had been named president and chief operating officer in September.

Matt Desch, ’86
Iridium Communications
Desch has been appointed by President Barack Obama to the National Security Telecommunications Advisory Committee, according to a May 25 article in Govconwire.

Brady Dougan, ’82
Credit Suisse
Dougan made the list of Who’s Who of Wall Street, which was compiled by the Economic Predictions Research Project and published by the Wall Street Economists Institute. His category was Top Wall Street CEOs and Investment Bankers, according to a May 4 PRWeb article. To arrive at its list, the research team analyzed the most important news stories, articles, interviews, blog posts, and statements about the financial crisis and its impact on Wall Street, the article said. University trustee Jamie Dimon, CEO of JPMorgan Chase, made the same list. Raghuram Rajan, Eric J. Gleacher Distinguished Service Professor of Finance, made the list of Top Wall Street Economists, Experts, and Opinion Leaders.

Howard Marks, ’69
Oaktree Capital Management
A report on Marks’ remarks to the Value Investing Congress was given May 3 in Gurufocus. Marks spoke on topics he wrote about in his new book The Most Important Thing: Uncommon Sense for the Thoughtful Investor. Independent thinking is one of those most important things, as well as good use of investor memory. “Memory, and the result prudence, always come out the loser when pitted against greed,” Marks is quoted as saying.

Surya Potharaju, ’10
mPowerSolar Inc.
Potharaju has been recognized by Cambridge Who’s Who for demonstrating dedication, leadership, and excellence in strategic planning and conceptualizing.

Mary Tolan, ’92 (XP-61)
Founder and CEO
Accretive Health Inc.
Tolan has been named one of Crain’s Chicago Business’ Women to Watch 2011. A May 4 article called Tolan a “charismatic CEO” who led her company through an initial public offering after a year of “phenomenal growth.” The firm helps hospitals qualify a greater number of patients for insurance reimbursements. “We have a lot of nonprofit hospital systems get the revenues they are due in the first place,” Tolan said in the article.

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