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2014 summer executive workshop 4.0
Beta Iota Boule on its
Summer Executive Workshop
GenNx360 Capital Partners is a private equity firm focused on acquisition opportunities in business-to-business companies in growing industries and markets.
GenNx360.com [email protected]
Welcome ....................................................................................2
Summer Executive Workshop Agenda......................................3
Keynote Speaker
D. Keith Pigues .......................................................................... 4
Panelists
Jerry Burris ................................................................................ 5
Spencer Disher .......................................................................... 5
Elizabeth Evans, M.D. ............................................................... 6
Alex Figueroa ............................................................................. 8
James Michel ............................................................................. 8
Martin Nesbitt ........................................................................... 10
Dr. Kola Olofinboba ................................................................. 12
Quintin E. Primo III .................................................................. 12
Dmitri Stockton......................................................................... 14
Willie E. Woods ......................................................................... 16
Kneeland Youngblood .............................................................. 16
Patricia Miller Zollar ................................................................. 18
table of contents
The 2015 Summer Executive Workshop 1
The Beta Iota Boule of Sigma Pi Phi in partnership with the Boule Foundation (a 501(C) 3 organization) is hosting a professional and leadership development training session -- the Summer Executive Workshop 5.0 (SEW) on August 14
2015. Net proceeds from the event will be used to support non-profit organizations that share Beta Iota Boule’s mission of uplifting under-served communities through education, access to healthcare and the arts.
In its fifth season, the Summer Executive Workshop series provides professional development and networking opportunities for young and seasoned professionals, senior executives and board members. The breadth and depth of the offerings within this workshop series are unique and have been rated highly by past participants. Prior attendees have represented a broad array of professions and industries including manufacturing, professional services, media and entertainment, financial services, law, medicine and academia. This Summer Executive Workshop offers an opportunity to be professionally enriched while supporting worthy non-profit organizations in the New England region and beyond. Through this collaboration, we have been able to contribute $75,000 to organizations, including: Hospice for St. Joseph in Haiti, The Hartford Foundation for Public Giving, African American Heritage Trail of Martha’s Vineyard, The Amistad Center for Art & Culture and in support of indigent care for the native and minority populations at the Martha’s Vineyard Hospital. The focus of the SEW is to create opportunity for unique engagement between our world-class industry leaders and our talented participants of senior executives, entrepreneurs, board members and other professionals.
This year these attendees will be engaged on a wide range of topics including, Leadership: Delivering Value for Customers, Affordable Healthcare and Angel Investing.Summer Executive Workshop 5.0 will provide opportunities for executive learning and unique opportunities for networking with a diverse group of executives and aspiring leaders. This year’s panel on Corporate Boards is being co-sponsored by the Executive Leadership Council, the nation’s pre-eminent member based organization for African-American CEOs and senior executives.
Warm regards,
Summer Executive Workshop 5.0 Committee
welcome
Greg Deavens Greg Jones
Continental Breakfast....................................................8:00 am - 8:50 am
Welcoming and Program Overview .............................9:00 am - 9:15 am
KEynotE AddrESS:
d. Keith Pigues
Leadership: Delivering Value to Customers ......................9:15 am - 10:30 am
Power Break ..................................................................10:30 am - 10:45 am
Workshop I CorPorAtE BoArd PAnEl:
Exploring the World of Private Equity
with Jerry Burris, Martin Nesbitt, Quintin E. Primo III,
Dmitri Stocton, Willie E. Woods, Kneeland Youngblood,
Patricia Miller Zollar.......................................................10:45 am - 12:15 pm
Lunch.............................................................................12:15 pm - 1:30 pm
Workshop IIAffordABlE HEAltHCArE:
Are We on the Right Path?
with Dr. Kola Olofinboba, Elizabeth Evans, M.D
and James Michel ....................................................... 1:30 pm - 2:45 pm
Power Break ..................................................................2:45 pm - 3:00 pm
Workshop IIIWEAltH MAnAgEMEnt PAnEl:
Angel Investing
with Spencer Disher and Alex Figueroa .......................... 3:00 pm - 4:00 pm
On your own ................................................................ 4:00 pm - 6:30 pm
networking receptionHarborview Hotel
131 N Water St, Edgartown, MA6:30 pm - 9:00 pm
aGenDa
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d. Keith PiguesKeynote Speaker
Keith is a thought leader and widely sought after speaker and advisor on company growth and strategic marketing. His experience includes c-suite executive leadership positions in
marketing and strategy. He also served as a tenured professor of Management, Dean of the School of Business and Senior Academic and Administrative Officer at North Carolina Central University. He is co-author of Winning with Customers: A Playbook for B2B (Pigues and Alderman, Wiley & Sons, 2010). He has more than 25 years of experience in marketing, strategic planning and sales leadership at firms ranging from the Fortune 100 to mid-market private equity backed firms in a range of industries, including information technology, healthcare, agriculture biotechnology, automotive, commercial printing and building products. Keith has held executive positions in marketing and strategy at CEMEX, RR Donnelley, ADP and Honeywell International.
Keith serves on the board of directors of the Office of Mortgage Settlement Oversight and the Research Triangle Foundation. He also serves on the board of advisors for the Frank Hawkins Kenan Institute for Private Enterprise. He previously served as an independent director for Prometheus Group, a private-equity backed software company, as well as a board member for the Business Marketing Association (BMA), where he was board chairman.
Keith’s accomplishments and contributions as a business executive, speaker, thought leader and author have been recognized by Best Seller TV, the C-Suite Book Club, Inc. Magazine, Frost & Sullivan, Canadian Marketing Association, Consortium for Graduate Study in Management, BtoB Magazine, Business Marketing Association, American Marketing Association, Yahoo! Finance and CNBC. Black Enterprise Magazine named Keith as one of its top executives in marketing and advertising for 2011. B2B Magazine recognized him as a leading senior marketing practitioner and a member of “Who’s Who in B-to-B” in 2007 and 2010. He was awarded the Frost & Sullivan Marketing Lifetime Achievement Award in 2007.
Keith received his MBA from the University of North Carolina Kenan-Flagler Business School, where he participated in an international exchange program at Manchester University School of Business in the United Kingdom. He also received a BS in electrical engineering from Christian Brothers University.
keYnote speaker
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Jerry Burris
Jerry Burris serves on the board of London based Pentair plc (publically traded NYSE:PNR) and West Chester, PA based Schramm Inc. (privately held by GenNx360 Capital Partners).
He also serves as a Retained Advisor to GenNx360 Capital Partners. He is the former President & CEO, Associated Materials Inc. and Segment President Barnes Group Inc. Prior to joining Barnes Group, Mr. Burris held a number of senior management positions at General Electric Company (NYSE: GE), serving as President and CEO, GE Advanced Materials Quartz and Ceramics. Mr. Burris also served as General Manager, Global Services at GE Health Care Technologies, General Manager, Global Sourcing at GE Industrial Systems and Product General Manger – Dishwashers/Disposers at GE Appliances. Mr. Burris holds a B.S.E.E. degree from Purdue University and an M.B.A. from Northwestern’s Kellogg Graduate School of Management. He is a life member of Kappa Alpha Psi Fraternity Inc. and Sigma Pi Phi Fraternity.
Spencer disher
Spencer Disher has participated as an investor in several startups and is currently a member of Charlotte Angel Investors, LLC which has funded four early stage startups. As a member, he
has served on the groups due diligence committee and acted in a mentoring capacity for various entrepreneurs. Mr. Disher has also acted as a coach for City Startup Labs, an entrepreneurial boot camp geared at African-American male millennial.
Mr. Disher most recently served as Senior-Vice President with Natixis SA, a France based multinational financial banking institution. At Natixis, SA, Mr. Disher co-managed the startup and ongoing operations of ABM Corp a fixed income money management firm with over $5.8 billion in assets.
Mr. Disher graduated from Northwestern’s Kellogg Graduate School of Management with an MBA in Finance and B.S. Degree in Civil and Environmental Engineering from the University of Wisconsin. As an active member in the community, Mr. Disher has served on the boards of several not-for-profits including: The United Methodist City Society, Five Points Mission, Beta Zeta Boule Foundation and Pocantico Hills School Foundation.
speaker
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Elizabeth Evans, M.d.
Dr. Evans has been a taking care of patients in the Greater Hartford area for over fifteen years. She believes every patient deserves full access to high quality medical care,
the best medical specialists and works hard to give the individual attention each patient deserves and needs when making serious healthcare decisions. Preventative Medicine and employee health & wellness is her passion.
Since 2003, she has been an Attending Physician at both Hartford Hospital and St Francis Hospital & Medical Center and also a Clinical Instructor in the Department of Medicine at the University of Connecticut School of Medicine teaching residents and medical students in both the inpatient and outpatient setting. She completed her residency in Internal Medicine at the University of Connecticut School of Medicine and received her Doctor of Medicine from Rutgers University – Robert Wood Johnson Medical School.
Currently, besides her primary care practice in Bloomfield and West Hartford, she is also the medical director of both an onsite industrial health clinic and a occupational health clinic in the Greater Hartford area. She is also a provider for the CDC funded WISEWOMAN and Susan G Komen Breast Cancer outreach programs which helps to provide lifesaving prevention & early detection education with free screenings for heart disease, breast, cervical and colorectal cancer to medically underserved communities. She has done radio commercials on “Hypertension-the silent killer” for Pfizer and appeared on the Connecticut Public Television Network’s “Women’s Health, Heart Disease & Cancer Prevention” and the “Confronting Colorectal Cancer” programs in collaboration with the CT Department of Public Health “Stay in the Game” wellness series.
She loves participating in community health and wellness events as well as giving corporate onsite talks. She enjoys mentoring minority students interested in a career in medicine and supporting fundraising events for the arts.
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speaker
Alex figueroa
Alex Figueroa is an investment advisor in Goldman Sachs’ Investment Management Division, covering a select group of individuals, foundations, and endowments. Alex is based
in the firm’s New York City Office. Alex began his career at the firm in 2006. Prior to joining the firm, Alex worked for GE in their Financial Management Program.
Alex received a B.S. in Business Administration from the University at Albany, where he lettered in Football, and received an MBA from the Tuck School of Business at Dartmouth, where he was awarded a full-tuition fellowship. Alex is actively involved in Goldman Sachs’ recruiting efforts at Tuck, and works as a Corporate Agent for the school’s Annual Giving campaign.
James Michel
James is currently the Director of Operations for Access Health CT, which is implementing the Affordable Care Act in the state of CT. Prior to joining Access Health CT, he was an Audit Director
in Aetna’s Finance Department for over 8 years. Before that, he spent 9 years as Chief Financial Officer for the Metropolitan District Commission (MDC) in Hartford CT. Before the MDC he spent 10 years working for the New York State Insurance Department as a Senior Insurance Auditor.
James has an MBA from the Barney School of Business at the University of Hartford. He received B.S. in Accounting from Brooklyn College. He also received has done extensive graduate work in Accounting and Economics at Brooklyn College.
James lives in Bloomfield, CT with his wife and three sons. He is very active in the community. He served on the Bloomfield Board of Education for ten years. He is the current Chairperson for the Board of Trustees for Jumoke Academy, a high performing Charter School in Hartford, CT. He is also the Chairman of the Board of Directors of Outreach To Haiti, a nonprofit organization in Connecticut that operates a medical clinic in Port-Au-Prince Haiti as well as manage the educational sponsorship of over 300 students in Haiti.
speaker
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Day Pitney is a proud sponsor of the
Summer Executive Workshop
BoSton ConnECtiCut nEW JErSEy nEW york WaShington, DC | www.daypitney.com
Contact: Shawn t. Wooden | [email protected] | (860) 275 0157
Martin nesbitt
Mr. Nesbitt serves as Co-CEO of The Vistria Group, LLC, a Chicago-based investment company focused on the education, healthcare and financial services industries.
Prior to co-founding Vistria, Mr. Nesbitt served as CEO of The Parking Spot, an owner and operator of off-airport parking facilities. Mr. Nesbitt conceptualized and co-founded the Parking Spot and was responsible for running all strategic and operating aspects of the Company. Mr. Nesbitt sold the Company in 2011 for $370 million. Prior to launching the Parking Spot, Mr. Nesbitt was an officer of the Pritzker Realty Group, L.P.
Prior to joining Pritzker, Mr. Nesbitt was an Investment Manager at LaSalle Partners with a variety of responsibilities including investment management for regional retail properties and management and leasing for office projects and parking.In his various leadership capacities, Mr. Nesbitt has been successful at guiding executive teams toward the achievement of goals established to maximize returns on his investments. Mr. Nesbitt’s approach to the off-airport parking business was heralded by industry insiders as extremely innovative and has been recognized in national publications like The New York Times, USA Today, Entrepreneur Magazine, and Fortune Small Business Magazine.
Mr. Nesbitt currently serves on the Board of Directors of Jones Lang LaSalle and Norfolk Southern Corporation. He is a Trustee of Chicago’s Museum of Contemporary Art and serves as Chairman of the Barack Obama Foundation. He is former Chairman of the Board of the Chicago Housing Authority and a former board member of the Chicago 2016 Olympic Committee. Mr. Nesbitt served as treasurer of President Barack Obama’s 2008 and 2012 presidential campaigns.
Mr. Nesbitt has a Masters of Business Administration degree from the University of Chicago and a Bachelor of Science degree and honorary doctorate from Albion College, Albion, Michigan.
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dr. Kola olofinboba
Dr. Olofinboba is a Managing Partner at Fairview Capital, and is involved in a broad set of investment, business development and governance activities at the firm. He serves
on the advisory boards of several private equity and venture capital partnerships in Fairview’s fund portfolios as well as on the board of directors of the Connecticut Children’s Medical Center in Hartford, CT and the National Association of Investment Companies (NAIC).
Prior to joining Fairview, Dr. Olofinboba was an Engagement Manager at McKinsey & Company, serving U.S. and global clients in healthcare and private equity. He has also practiced medicine as a board-certified internist/hospitalist and assistant professor at the University of Connecticut Health Center in Farmington, CT.
Dr. Olofinboba received his medical degree from the University of Ibadan, Nigeria and an MBA in Financial Management from the MIT Sloan School of Management, where he was a Robert Toigo Fellow.
Quintin E. Primo III
Mr. Primo serves as Chairman and Chief Executive Officer of Capri Investment Group, a group of affiliated companies providing real estate investment management services
globally to pension fund and other institutional investors. Active in the real estate industry for over 30 years, he has challenged conventional wisdom in developing new markets for investment. Under his leadership Capri was an early investor in US institutional property markets and is now expanding internationally in the emerging regions of Africa, India and the Middle East.
He is co-chairman of the Primo Center for Women and Children, was founding chairman of the Chicago Alliance to End Homelessness, and is a board member of the Chicago Council on Global Affairs. He received his MBA from Harvard University and a BS in Finance with honors from Indiana University. In addition to public company board experience, he is often featured in major news publications and is a business contributor to CNBC. He resides in the Chicago area with his family.
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travelers.com
© 2014 The Travelers Indemnity Company. All rights reserved. Travelers and the Travelers Umbrella logo are registered trademarks of The Travelers Indemnity Company in the U.S. and other countries. M-17282-20 New 8-14
Diversity reflects who we are.We are an insurance company dedicated to creating an inclusive environment full of many perspectives. A diverse workforce helps us learn, grow and share fresh insights. Travelers provides varied opportunities for employees to network and develop their leadership skills.We invite you to consider joining us. You can apply for current openings at travelers.com/Careers.
Travelers was recognized by DiversityInc magazine for its commitment to diversity and inclusion.
dmitri Stockton
Mr. Dmitri Stockton is a seasoned business leader with an extensive background in financial services that has held leadership positions in banking, asset management,
commercial real estate, mortgage finance and insurance. He is a Senior Vice President at GE Company and is one of their Top 40 Executives serving on the Corporate Executive Council. Mr. Stockton is currently Chairman, President and CEO of GE Asset Management, a global asset manager with approximately $120 billion in assets under management. His business serves a wide range of clients and investors including corporate pension plan sponsors, sovereign wealth funds, insurance companies, public funds and endowments. In this role, Mr. Stockton oversees an array of strategies managed by the firm that span US and international equities, fixed income, real estate, private equity and hedge funds investments.
During his nearly 30 year career, that has included ten years abroad, Mr. Stockton has overseen large-scale operations and crafted strategies that have resulted in market share gains, acquisitions and integrations, cost reduction, loss management and business portfolio rationalization.
Mr. Stockton previously spent 24 years at GE Capital where, in his last assignment as President and CEO of the $5 billion revenue Global Banking business, he led the unit’s restructuring during the financial crisis of 2008. Business operations of this 40,000-employee division spanned 26 markets in Europe, Asia, and Latin America.
Mr. Stockton is a member of the Board of Directors for Deere & Company, the market leading global manufacturer of agriculture, construction and forestry equipment. He serves as a Director on the non-profit boards of A Better Chance, GE Foundation and Thurgood Marshall College Fund. Mr. Stockton is also a member of the Executive Leadership Council and the Executive Advisory Council at North Carolina Agricultural & Technical State University School of Business and Economics where he graduated Magna Cum Laude in Accounting. He is a former Board Director for Synchrony Financial, Garanti Bank, Bank BPH and BAC Credomatic Bank.
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Willie E. Woods
Prior to co-founding ICV, Mr. Woods was a Vice President in investment banking at Deutsche Bank Alex Brown. Mr. Woods was responsible for deal origination and execution
of merger and acquisition, leverage loan, high yield bond and equity transactions with a focus on financial sponsors in the basic industries. Prior to Deutsche Bank Alex Brown, Mr. Woods worked in private equity at Levmark Capital, investment banking at Lehman Brothers Inc. and corporate banking at NBD Bank. Mr. Woods serves on the Board of Directors of the Apollo Theater Foundation and The Initiative for a Competitive Inner City. Mr. Woods has a BA degree in accounting from Morehouse College and a Masters in Business Administration from Harvard Business School.
Board of Directors:
SirsiDynix • OneTouchPoint • Mallet & Company • StauberCargo Airport Services, LLC • American Alliance Dialysis Holdings, LLC
Interventional Management Services, LLC
Kneeland youngblood
Kneeland Youngblood is a founding partner of Pharos Capital Group, a private equity firm that focuses on providing growth and expansion capital/buyouts in health care, business
services and opportunistic investments.
He is a director of Energy Future Holdings Corp. (formerly TXU) and Mallinckrodt Pharmaceuticals. He is a former director of Burger King Corporation, Starwood Hotels and Lodging and Gap Inc.
Mr. Youngblood graduated from Princeton University with an A.B in Politics/Science in Human Affairs and earned an M.D. degree from the University of Texas, Southwestern Medical School. He is a member of the Council on Foreign Relations.
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Patricia Miller Zollar
Patricia Miller Zollar is a shareholder and Managing Director of Neuberger Berman. Neuberger Berman is an independent asset management firm with over $250 billion of assets under
management. Within Neuberger, Ms. Zollar is the portfolio manager of the NorthBound Emerging Managers Private Equity Fund, a
private equity fund which invests in emerging manager private equity partnership interests and co-investments. Before the management buyout of Neuberger, Ms. Zollar co-headed and co-founded the Lehman Brothers Partnership Solutions Group (“PSG”), a Wall Street business focused on developing strategic opportunities with women- and minority-owned financial services firms. The innovation of the Partnership Solutions Group was recently chronicled in a case at the Harvard Business School. Before rejoining Lehman Brothers in 2004, Ms. Zollar was a vice president in the Asset Management Division of Goldman Sachs.
Ms. Zollar began her career as a Certified Public Accountant in the Audit Division of Deloitte & Touche. She received her MBA from Harvard Business School and her B.S., with highest distinction, from North Carolina A&T State University, where she serves as Chairperson of the Board of Trustees. North Carolina A&T is one of the 16-member public universities of the University of North Carolina System. Ms. Zollar is an executive director of the National Association of Investment Companies and The Apollo Theater and also a member of the Executive Leadership Council. She and her husband, Al Zollar, and their daughter reside in historic Harlem in New York City.
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The 2015 Summer Executive Workshop 17
GE is committed to employing a diverse workforce throughout the world, and to providing all employees with opportunities to reach their growth potential and contribute to the progress of the communities we serve.
Our achievements reflect a culture of meritocracy where every employee can be a leader. We believe that when one person grows and improves, we can all grow and improve — and together, we all rise.
GE is a proud sponsor of the Summer Executive Workshop on Martha’s Vineyard
GE offers a great work environment, professional development, challenging careers, and competitive compensation. GE is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
15-000694 Summer Exec Workshop Ad 8.125x10.875.indd 1 8/4/15 10:54 AM
Sigma Pi Phi Fraternity or “The Boule”
Founded in 1904, Sigma Pi Phi is the oldest Greekletter organization comprised primarily of
African American men. The Boule has more than 5,000members and 119 chapters throughout the US andthe Caribbean. Its membership consists of some of
the most accomplished, affluent and influential men –leaders who are making lasting contributions to their
communities, our society and the world.
