Quarterly Executive-in-Residence Program

Gleacher Center

Friday, May 11

Session times vary between 8 am and 4:30 pm

Gleacher Center
6th Floor
450 N. Cityfront Plaza Dr.
Chicago, Illinois 60611

Express your interest in the Executive-in-Residence program by completing the survey by Friday, April 27 at 11:59 pm CT. 

Space is limited; completion of this survey does not guarantee participation. You will be notified of your participation status by the end of day Monday, April 30. 

Jon has a distinguished record in corporate finance and private equity investing that spans nearly three decades.  In his role as Managing Partner, Jon charts the overall strategic direction of Baum Capital Partners. Jon currently serves as President & Chief Executive Officer of George K. Baum & Company and as the Director of Investment Banking of George K. Baum Capital Advisors. Jon was also a Principal and key member of the investment committee for George K. Baum Capital Partners, L.P., a top-performing private equity fund that invested in growth-oriented middle-market companies throughout the United States.

Jon currently serves on the Board of Directors of Children's Mercy Hospitals and Clinics. He was formerly an independent, outside member of the Board of Directors for Ralcorp Holdings, Inc prior to its acquisition by ConAgra Foods, Inc., and also held various roles on the Board of Directors for American Italian Pasta Company, Inc.  Prior to joining George K. Baum & Company, he served as a Vice President with Salomon Brothers Inc. in its Merger & Acquisition Department in New York. Jon holds an MBA from the University of Chicago and Bachelor's Degree from Kansas State University.

 

Ricardo founded Ativo in 2001 and has been managing global equity portfolios since then. He oversees all of the firm’s research and investment activities, as well as our business strategy. In the decade before founding Ativo, Ricardo was with it's predecessor organization, Callard Madden & Associates, Inc., working closely with Charles Callard to develop and refine the CFROI/Cost-of-Capital security valuation framework. Earlier in his career, Ricardo held numerous finance and accounting positions at FMC Corporation. He received a bachelor’s degree in Business from the Fundacao Getulio Vargas in Brazil and earned an MBA in Finance from the University of Chicago Booth School of Business.

John Holmes is President and Chief Operating Officer of AAR (NYSE: AIR), a leading aviation services provider to commercial and government customers worldwide. He also serves on AAR’s Board of Directors. On January 9, 2018 John was elected Chief Executive Officer and will take over the role effective June 1, 2018.

Since being appointed President and COO in 2017, Holmes has been focused on maximizing performance and identifying new strategies to drive further growth. Holmes was promoted from his previous position of Chief Operating Officer, Aviation Services, where he led double-digit growth and established a strong leadership team to build on AAR’s culture of innovation and execution.Holmes joined AAR in 2001 as Director of Mergers and Acquisitions, became General Manager of AAR’s parts trading business in 2003, and progressively assumed responsibility for the other solutions that comprise Aviation Services – Integrated Supply Chain, OEM Aftermarket Solutions, Intelligent Solutions and MRO Services.

During his tenure in Aviation Services, John focused on achieving growth and operational efficiencies. He led the expansion of AAR’s Integrated Supply Chain Solutions through the acquisition of Airinmar, a repair cycle management company, and the development of proprietary inventory management tools. He has also focused on growing the Parts Supply business by using data to drive better purchasing, as well as securing exclusive distributorships to support growth of OEM Aftermarket Solutions.Prior to joining AAR, Mr. Holmes spent time in investment banking and private equity.

Mr. Holmes earned a bachelor's degree in finance from the University of Illinois and an MBA from the University of Chicago. He serves on the board of Columbia College Chicago, Primo Center and Alliance Francaise.

Mary Josephs is the Founder & CEO of Verit Advisors®, a specialized middle market investment banking firm.   Ms. Josephs is a nationally recognized leader with more than 28 years of experience with ESOPS as a specialized solution-oriented succession and liquidity transaction for middle market companies. She has advised, structured and closed more than 300 advisory projects for middle market companies representing more than $7 billion in senior credit and nearly $30 billion in enterprise value. Ms. Josephs holds a BA from Marquette University and an MBA in Finance from the University of Chicago.

Ms. Josephs is a member of NASD:  Series 24, 7, and 63.   Ms. Josephs is on the board of Spinnaker Coating, LLC, Big Shoulders, a member of the International Women’s Forum, the Economic Club of Chicago, The Chicago Network and an alumnae of Leadership Greater Chicago.

In 2016 and 2017, Ms. Josephs was selected as one of the Most Influential Women in Mid-Market M&A by Mergers & Acquisition publication.  Mary lives in Arlington Heights with her husband of 32 years, Jeff.  Together they have five young adult children.

Kenneth Kaufman is Chair of Kaufman Hall – a management consulting firm that provides advisory services and software to hospitals and health systems nationwide.

Since 1976, Mr. Kaufman has provided healthcare organizations with expert counsel and guidance in areas including strategy, finance, financial and capital planning, and mergers, acquisitions, and partnerships. Clients include organizations of all types and sizes – community hospitals and health systems, academic medical centers, and regional or national health systems.

Recognized as a leading authority and committed to industry education, Mr. Kaufman has given more than 400 presentations at meetings such as those organized by the American College of Healthcare Executives (“ACHE”), American Hospital Association, Healthcare Financial Management Association, The Governance Institute (“TGI”), and others.

Mr. Kaufman has authored or coauthored seven books, most recently authoring Fast and Furious: Observations on Healthcare’s Transformation; Focus on Finance, published by TGI; and Best Practice Financial Management, 3rd Edition, published by ACHE. In addition, he’s often quoted and his articles regularly appear in major healthcare publications.

Mr. Kaufman has an M.B.A. with a concentration in Hospital Administration from the University of Chicago Graduate School of Business.

 

John oversees Foundation-wide technology services and planning. He is responsible for developing a strong and sustainable information technology infrastructure. As a leader of the department (and within the Foundation management team), the CIO provides oversight, vision, planning, development, and strategy for the Foundation.

Prior to joining the MacArthur Foundation in 2012, John was the Director of Academic Systems at the University of Chicago. The 20 enterprise applications he supported serve student, academic, and campus activities. He planned initiatives across the Academic and Student IT areas. In previous roles at the University, John was the Director of the Web Services department where he led the redesign of the University's website. He also led the Project Management office and the implementation of the Alumni Development system. Prior to that, John led IT teams at early stage technology companies in Seattle, Washington. He was a key member of the leadership teams and had responsibility for technical operations, product development, strategic planning, and key relationships with technology partners and investors.

John received a Bachelor of Science degree in Management Information Systems and Operations Management from Northern Illinois University and earned his MBA from the University of Chicago's Booth School of Business. John also serves on the board of the Technology Affinity Group (TAG) as the board Secretary.

Jason Tyler is Head of the Institutional Group at Northern Trust Asset Management and a member of Northern Trust’s Operating Group. Jason oversees institutional sales, client relationship management, and advisory services, including the Outsourced Chief Investment Officer (OCIO) and Retirement Solutions practices.

Previously, Jason was the Head of Corporate Strategy at Northern Trust. In this capacity, he was responsible for the coordination of strategic planning and merger & acquisition activity for the Company. Jason joined Northern Trust from Ariel Investments, where he served as Senior Vice President and Director of Research Operations. Previously, he worked as First Vice President and Manager in Corporate Planning at Bank One/American National Bank in Chicago. 

Jason earned an MBA from University of Chicago Booth School of Business and an A.B. from Princeton University. He is a Director of the University of Chicago Laboratory Schools, Advance Illinois, Northwestern Memorial Foundation, and the Joffrey Ballet where he formerly served as Chairman. Jason is a past contributor and guest market expert on Bloomberg TV, Bloomberg radio, ABC News, PBS, and Fox Business.