AxonAdvisors

April 1, 2015 | Axon Advisors LLC | 120 E. Market St., 12th Fl, Indianapolis, IN, 46204 | DIFFERENTIATION

axon advisors:raising standards of quality assurance in expert networking and field research

QUALITY is the #1 concern end users have of expert networking and field research. The good news is that far from being commoditized, quality in expert networking has become a primary and quantifiable differentiator. Axon has achieved an unmatched 96% client satisfaction rate on projects, because our #1 concern is QUALITY.

emily brammerFounder and Director of Research, Axon Advisors

5 a little bit about us

6 mission & goals

7 sector coverage

8-9 industry coverage

10 axon management

11 why axon?

12-39 project leader bios

41 clients

42-47 case studies

table of contents

a little bit about us

backgroundBusy professionals rely on Axon Advisors to put them in touch with just the right person who can provide them insight into their work. Our clients range from financial services professionals who are performing due diligence in their equity research, to business management analysts who are helping their clients expand into markets, to entrepreneurs launching new products. We put our clients in touch with individuals who are knowledgeable or have experience in areas ranging across all sectors and industries, from management, to research and development, to consumers or sufferers of ailments.

experienceFor seven years Axon Advisors has successfully delivered on over 2,000 projects for some of the world’s leading financial services and business management consulting firms, with thousands of the world’s leading opinion leaders and subject matter experts employed as consultants in over forty countries around the world.

philosophyOur three-fold mission is rooted in a service-oriented ethos that imbues all of what we do: 1) to be customer-centric, 2) to be innovative, and 3) to be the most reliable provider in the expert networking industry. Satisfying our clients requests, providing differentiated and better alternatives to how they currently have their needs met, and giving them good reasons to renew with us year after year is what we strive for day-to-day. This attitude results in highly customized service, quick turn-around on projects, superb sourcing of experts, and rigorous compliance practices. Our client-focused way of doing business costs us more in R&D and human resources, but results in greater client satisfaction – a 96% success rate to be exact.

“Axon makes the right connections between professionals and individuals who provide market insights at an exceptional 96% satisfaction rate from clients”

About Us 5Differentiation

mission & goalsAxon’s goals spring forth directly from our three-fold company mission:

mission 1: be a customer-centric organiZationSatisfying our clients requests, making their work easier, and adding value to their output is what we strive for day-to-day.

` Goal 1.1: Customize service and support for each client to meet their explicit needs.

` Goal 1.2: Improve upon existing services and develop new value-added ones.

` Goal 1.3: Obtain client feedback routinely, to capture their evolving needs and perceived value.

mission 2: be innovativeListening closely to our clients and meeting their needs in the best and most efficient way possible has remarkably led to innovations that set us apart.

` Goal 2.1: Embrace new models that work better for our clients.

` Goal 2.2: Develop innovative advisory services, in response to unmet needs we perceive.

` Goal 2.3: Create innovative proprietary databases to enhance our research capabilities.

mission 3: be the most reliable provider of expert networking servicesImproving on quality, quality quality is our #1 obsession.

` Goal 3.1: Maintain our 96% client satisfaction rate.

` Goal 3.2: Develop solid relationships with all of our clients based on trust and satisfaction.

` Goal 3.3: Be a value-added service provider who delivers as promised.

expanded sector coverage

Technology, Telecommunications, & Media

Technology, Telecommunications, & Media

Industrial Goods

Legal, Economic & Regulatory

Energy, Basic Materials, & Utilities

Energy, Commodities, & Utilities

Financials

Accounting & Financial Analysis

Consumer Goods & Services

Consumer

Healthcare

Conglomerates

client practice areas

axon project leaders and research staff teams

Legal, Economic & Regulatory

Accounting & Financial Analysis Conglomerates

Industrials Industrials Industrials

Mission & Objectives Sector Coverage6 7Differentiation Differentiation

Industry Coverage Industry Coverage

technology/telecommunications/media consumer goods & servicesApplication Software Multimedia & Graphics

SoftwareBusiness Software & Services Networking & Communication

DevicesCommunication Equipment Personal ComputersComputer Based Systems Printed Circuit Boards

Computer Peripherals Processing Systems & ProductsData Storage Devices Scientific & Technical

InstrumentsDiversified Communication

ServicesSecurity Software & Services

Diversified Computer Systems Semiconductor - Broad LineDiversified Electronics Semiconductor - Integrated

CircuitsHealthcare Information

ServicesSemiconductor - Specialized

Information & Delivery Services Semiconductor Equipment & Materials

Information Technology Services

Semiconductor- Memory Chips

Internet Information Providers Technical & System SoftwareInternet Service Providers Telecom Services - Domestic

Internet Software & Services Telecom Services - ForeignLong Distance Carriers Wireless Communications

Appliances Meat ProductsAuto Manufacturers - Major Office Supplies

Auto Parts Packaging & ContainersBeverages - Brewers Paper & Paper Products

Beverages - Soft Drinks Personal ProductsBeverages - Wineries &

DistillersPhotographic Equipment &

SuppliesBusiness Equipment Processed & Packaged Goods

Cigarettes Recreational Goods, OtherCleaning Products Recreational Vehicles

Confectioners Rubber & PlasticsDairy Products Sporting Goods

Electronic Equipment Textile - Apparel ClothingFarm Products Textile - Apparel Footwear &

AccessoriesFood - Major Diversified Tobacco Products, Other

Home Furnishings & Fixtures Toys & Games

Housewares & Accessories Trucks & Other Vehicles

industrial goods healthcareAerospace/Defense - Major

DiversifiedLumber, Wood Production

Aerospace/Defense Products & Services

Machine Tools & Accessories

Cement Manufactured HousingDiversified Machinery Metal Fabrication

Farm & Construction Machinery

Pollution & Treatment Controls

General Building Materials Residential ConstructionGeneral Contractors Small Tools & AccessoriesHeavy Construction Textile Industrial

Industrial Electrical Equipment Waste ManagementIndustrial Equipment &

Components

Biotechnology Long-Terms Care FacilitiesDiagnostic Substances Managed Care

Drug Delivery Medical Appliances & Equipment

Major Drug Manufacturer Medical Instruments & SuppliesOther Drug Manufacturer Medical Laboratories &

ResearchDrug Related Products Medical Practitioners

Generic Drugs Pharmacy benefits management

Health Care Plans Retail ClinicsHome Health Care Senior Care

Hospitals Specialized Health Services

expanded industry coverage

financials energy/basic materials/utilitiesAccident & Health Insurance REIT - Diversified

Asset Management REIT - Healthcare FacilitiesClosed-End Fund - Debt REIT - Hotel/Motel

Closed-End Fund - Equity REIT - IndustrialClosed-End Fund - Foreign REIT - Office

Credit Services REIT - ResidentialDiversified Investments REIT - Retail

Foreign Money Center Banks Real Estate DevelopmentForeign Regional Banks Regional - Mid-Atlantic Banks

Insurance Brokers Regional - Midwest BanksInvestment Brokerage -

NationalRegional - Northeast Banks

Investment Brokerage - Regional

Regional - Pacific Banks

Life Insurance Regional - Southeast BanksMoney Center Banks Regional - Southwest BanksMortgage Investment Savings & Loans

Property & Casualty Insurance Surety & Title InsuranceProperty Management

Agricultural Chemicals Oil & Gas PipelinesAluminum Oil & Gas Refining & Marketing

Chemicals - Major Diversified SilverCopper Specialty Chemicals

Gold Steel & IronIndependent Oil & Gas Synthetics

Industrial Metals & Minerals Diversified UtilitiesMajor Integrated Oil & Gas Electric Utilities

Nonmetallic Mineral Mining Foreign UtilitiesOil & Gas Drilling & Exploration Gas UtilitiesOil & Gas Equipment & Services Water Utilities

legal, financial & regulatory conglomeratesAntitrust Law Food and Drug Administration

(FDA)Bankruptcy Law Intellectual Property

Class Action Law PoliticsEconomics Regulation

Federal Communications Commission (FCC)

Securities and Exchange Commission (SEC)

US Conglomerates Japanese Conglomerates

expanded industry coverage

8 9Differentiation Differentiation

axon management team

emily brammerFounder & President

Emily Brammer specializes in the gathering of qualitative and quantitative market intelligence for business management and financial services firms. She has developed the broadest and deepest access to healthcare professionals among field research and expert network companies.

marc brammerDirector of Business Development Marc Brammer spent 30 years in a senior business development role at Moody’s Analytics. With this valuable knowledge Marc has now pivoted to the commercialization of Axon Advisors, leading its expanded coverage of new industries and developing Axon’s Team of Project Leaders.

caroline kimDirector of Research

Caroline Kim, Director of Research, oversees the management of research and recruitment across all sectors. Previously, Caroline was the Director of Healthcare Research and managed the research and recruitment for all heatlhcare-related projects.

For seven years Axon’s management team has successfully delivered on over 2,000 projects for some of the world’s leading financial services and business management consulting firms, managing thousands of the world’s leading opinion leaders and subject matter experts as employed consultants in over forty countries around the world.

why do firms choose axon?

Best client satisfaction rate among competitors (at 96%).

Subscription models are flexible and low cost.

Compliance standards meet all of the industry’s best practices.

People involved in project oversight and management are exceptionally knowledgeable, experienced industry veterans.

Customized services meet virtually any variation of our clients needs.

1

2

3

4

5

AXON Team Rationale10 11Differentiation Differentiation

Axon’s Team of Project Leaders is a

group of seasoned industry veterans,

who oversee all of Axon’s research and

recruitment of experts. Their niche

and extensive knowledge is invaluable

in making the right match. It is the

difference between a mismatch and a

96% client satisfaction rate on projects -

our #1 differentiator.

marc brammerDirector of Business Development, Axon Advisors

MEET SOME OF AXON’S PROJECT LEADERS

project leader - energy

ed carneyOil and Gas Exploration/Production

Ed spent 39 years as CEO of his company Export Oil Field Supply Company International, delivering and sourcing supplies in a number of diverse sectors including oil & gas, marine, drilling and production, pulp and paper, mining, petrochemical, industrial and transportation. He developed multi-million dollar sales relationships with companies such as EXXON, Petroleos de Venezuela, Shell Export and Petrobras, and other agreements with ARAMCO, Ecopetrol, Pertamina, Pecten, and the like. Ed’s experiences include work as a Rig Up Yard and Pump Fabrication Mgr, Derrickman and Roustabout; purchasing and selling heavy equipment globally; exporting, importing and international documentation including letters of credit; servicing international customers; and acquisitions.

Experience Export Oil Field Supply Company International President / CEO, 1975 - present

Education Columbia University Masters of Science in Business

University of Notre Dame Bachelor of Arts in Geology

oil and gas exploration/production

Role as Project Leader: oversees all of Axon’s research and recruitment of experts in this industry

Meet Some of Our Project Leaders


justin lurieOil and Gas

Justin is a management consultant focused on strategy - how to achieve the ten year vision, differentiate in the market, obtain organizational buy-in, and establish repeatable and scalable processes. His focus is in the Oil & Gas Industry, although has frequently consulted across many industry sectors.

Justin consults for companies ranging from pre-sale startups to multi-billion dollar organizations. He is the author of the management consulting book ‘The Profit’ and an expert-contributor for the Houston Business Journal. Mr. Lurie holds the position of Director of Media & Communications for the American Petroleum Institute’s Board of Directors, Houston Chapter.

Experience JLS Strategy Consultant, Oil & Gas, & Energy Industry, 2010 - present

Pepco Energy Services Regional Energy Manager, Sales in Commodities Hedging Risk Mitigation, 2008-2009

Econnergy Energy Company, Inc. Territory Manager, Sales in Commodities Hedging Risk Mitigation, 2005 - 2008

Education University of Sydney Master of International Business, International Business

University of Michigan B.A., Organizational Studies, International Relations

oil and gas



Project Leader Bio Project Leader Bio14 15Differentiation Differentiation

project leader - utilities

sandy witoUK & Germans Utilities

Sandy is an expert in the commercial aspects of energy projects and markets, having worked at a senior level in a number of blue-chip companies in these areas. He has undertaken financial modelling and commercial due diligence for numerous energy contract and asset acquisitions, with values of up to £300m. With his additional professional qualifications in financial derivatives and risk management, Sandy is an expert at modelling the value of Contracts for Differences, financial options and physical assets in the highly volatile energy markets.

Experience Wito Energy Ltd. Senior Consultant, 2014 - present

SSE plc Head of Business Development, 2012 - 2014

SSE plc Fuel Procurement Manager, 2008 - 2012

Airtricity Trading Manager, 2007 - 2008

Scottish Power Business Development Manager, 2004 - 2007

Education The University of Edinburgh Doctor of Philosophy in European Electricity Trade

The University of Edinburgh Bachelor of Engineering in Electrical and Electronics Engineering

uk & germans utilities




svein bredahlEuropean Oil Services & Equipment

Svein spent 37 years at Aker and Aker Solutions, focusing primarily in the oil and gas services industry. He has been involved in several large offshore and onshore projects. His experiences include project management, business development and company management. He has spent most of his time working in engineering organizations, but has also spent periods of time on construction yard. Svein is familiar with both greenfield and brownfield projects.

Experience Independent Consultant, 2014 - present

Aker Solutions Senior Vice President Business Development, 2002-2014

Aker Maritime Vice President Business development, 1999 - 2002

Aker Various positions, 1977 - 1999

Education Norwegian University of Science and Technology Applied Physics

european oil services & equipment



Project Leader BioProject Leader Bio 16 17Differentiation Differentiation

project leader - industrial goods

didier kaneMulti-Industry & Electrical Equipment

Didier is a recognized strategist and operational expert in multiple high-tech industries (telecom, electronics, semiconductors, nanotechnology, medical devices). His career spans a variety of senior leadership and executive roles at Fortune 100 companies (3M Company, AT&T and Thomson-CSF/Thales Group), before moving to the strategy consulting, investment banking and private equity world. He is currently a senior partner at NSL & Co (PE firm in the Netherlands), managing director and partner at Denary, LLC (Strategy Consultancy in Austin, Texas), CEO of Business Science Consultants, Ltd., and Chairman of a CEO Peer Advisory Board at Vistage International. Didier is also a Director on the Board of Angie Communications International Ltd. and on the Board of the French American Business Council of Austin.

Experience Business Science Consultants, Ltd. CEO and Co-founder, 2013 - present

3M Various roles (including Global Market Development Department Manager, Senior Business Development Manager, Strategic Marketing Manager), 1998 - 2012

Education AT&T School of Business Executive MBA, International Finance & Accounting

Institut national des Sciences appliquées de Lyon / INSA Doctor of Philosophy in Electronics

Institut national des Sciences appliquées de Lyon / INSA Master of Science in Materials Engineering

multi-industry & electrical equipment




gabe hanZeliGlobal Aerospace & Defense, IT

Gabe is a 35 year aerospace and IT veteran executive. He has worked in both commercial and defense programs. Gabe’s executive responsibilities at Boeing included Director Airplane Spares systems, Director Airplane Technical Services systems, Director Airplane Customer Support systems and Director Corporate Network, Data Center & Help Center operations. His last role was Senior Director Corporate Enterprise IT Architecture. Gabe also managed finance systems, MIS and PC/server groups. His groups drove improvements in customer satisfaction, process/system integration, cycle time, quality, cost and operational efficiency. Gabe also led leadership development programs. Gabe currently consults on IT/business operations, IT/business strategy, systems integration, leadership development, IT investment management, customer service delivery, systems development, business planning and enterprise architecture.

Experience Independent IT / business executive consultant, 2010 - present

Boeing IT Director, 1997 - 2010

Boeing IT Manager, 1976 - 1996

Education University of Washington Bachelor of Arts in Economics

global aerospace & defense, it





ed schreiberGlobal Transportation

Ed is an expert in comprehensive warehousing, implementation, shipping and receiving, inventory control, operations and manipulation experience as it related to the transportation, procurement and product inventory arenas. He effectively provided expertise in duty drawback, airfreight, ocean cargo, cargo movement, containerization, customs brokerage and documentation, project management, supervision and execution, repackaging, consolidation, warehousing, insurance and government compliance. Markets served include Building Materials, Pharmaceuticals, Animals, High-value, Technology, Furniture Apparel, Food and Spirits.

Experience Independent Independent consultant, 2013 - present

OCASA Logistics manager, 2012 - 2013

Nippon Express Corporate Sales and Marketing Manager, 2011 - 2012

American Companies Manager Business Development Sales and Operations, 2008 - 2010

DHL Business Development Sales and Operations Manager, 2007 - 2008

UPS Director of Business Development, 2004 - 2006

Education Kean University Bachelor of Science in Business Management

global transportation




stuart karpGlobal Autos

Stuart has been an Independent Senior Automotive Consultant (since 8/2011). His major focus has been Automotive Brand Positioning, Future Product Planning, Segmentation Trends, Sales Analysis, Dealer Networking, Dealer Operations, Customer Satisfaction Processes, After Sales Marketing, CPO Programs and Implementation. Prior to this, he was employed in various positions at Volkswagen Group of America (1984-2011). As Region Director from Aug 2005 to Aug 2011, he served as member of national leadership team that developed national objectives and strategic planning. His other positions at Volkswagen included General Manager Marketing Services, National Brand Advertising, Process Leader Product Definition, Pricing and Forecasting etc. He also served in various management roles at Audi of America (1985-1994) focusing on Sales, Marketing, Network Development, and Dealership Operations.

Education Penn State University Bachelor of Science in Public Service and Business adminstration

Experience Independent Senior automotive consultant, 2011 - present

Volkswagen of America Various roles (including Regional Director, General Manager, Process Leader Product Definition), 1994 - 2011

Audi of America Various roles (including Distribution Manager, Advertising and Merchandising Manager), 1983 - 199

global autos




project leader - consumer goods

dawn houghtonHouseholds & Personal Products

Dawn has over 35 years CPG experience leading new business teams at Procter & Gamble and Kimberly-Clark. As an expert in front end innovation, she has knowledge of consumers, needs, markets, trends, products, and technologies across numerous categories. Her global insight is built on research experience in over 30 countries. She has led new business teams as well as functional teams in Marketing, Market Research, Product Development, R&D/Technology, and Strategy.

Dawn helped grow businesses with new products worth billions at P&G and K-C. She is now helping other businesses grow with her consulting business, Dawn of Innovation LLC.

Experience Dawn of Innovation, LLC Innovation Consultant, 2014 - present

Kimberly-Clark Corporation Senior Director, Corporate Innovation, 1993 - 2014

The Procter & Gamble Company Section Head, 1979 - 1993

Education University of Michigan, Ann Arbor Bachelor of Science in Engineering, Chemical Engineering

households & personal products




steve abbottRestaurants

Steve is a seasoned retail development executive with 30 plus years experience building the restaurant brands of multinational restaurant companies - in the US and abroad - including progressively responsible roles managing design and construction staff. He held direct responsibility for 65+ annual new unit openings with a capital budget of $65MM+. Much of his professional experience in the last fifteen years was focused on designing and delivering training programs for a complete range of unit development processes - from strategic planning to asset management and redevelopment - enabling an global new unit opening pace of 1000+ new restaurants per year.

Experience Steve Abbott Consulting Retail Development Consultant, 2011 - present

Yum! Restaurants International Director of Development, 1998 - 2010

Yum Brands Director, Construction, 1996 - 1998

Education University of Oregon MCRP, City/Urban, Community and Regional Planning

University of Oregon BARCH, Architecture

restaurants





sudeep haldarUS Food

Sudeep is a consumer insights, analytics and consulting professional. He has worked in areas related to consumer segmentation, brand strategy, innovation and brand repositioning. In the area of analytics, he has worked with Big data, ROI measurement, predictive and prescriptive analytics and training. He has led consumer insights and analytics functions and worked on growth strategies, business turnaround strategies, digital, trends and developing business planning/strategic planning. He has also had experience in developing relevant key performance metrics for a large organization and has had success with change management. He has strong recent experience in CPG and Retail but has had experiences across a wide range of industries as well.

Experience Independent Consultant, 2015 - present

Mondelēz International Senior Director, 2007 - 2014

Kraft Global Senior Director, Global Analytics and Strategy, 2004 - 2007

Staples Director, Marketing Strategy and Analytics, 2002 - 2004

Education Cornell University Ph.D., Marketing

Indian Institute of Management, Bangalore MBA, Marketing

Indian Institute of Technology, Kanpur BTech, Electronics, Electrical, Artifical Intelligence

us food



project leader - technology

antonio belliGlobal Telecom Equipment

Antonio has a telecommunication engineer background and is specialized in supporting telecommunication service providers who decided to build, operate and maintain subsea fiber optic systems. With over 25 years of exec-level telecommunications experience, he has a proven track record of results-oriented Global Initiatives in the subsea cable industry, including Business Development, Sales and Marketing, in the US and Latin America. Prior to start his own consultant company, he served as Director of Marketing and Sales at GlobeNet and during 20 years at Alcatel-Lucent, he served in executive-level positions in the EU, NA and Brazil. With a strategic focus and expertise in the subsea fiber optic cable markets, he offers a wealth of knowledge and full scale support to our customers.

Experience Subsea Consulting LLC Independent Consultant, 2014 - present

GlobeNet Director Marketing & Sales, 2010 - 2014

Alcatel-Lucent Senior Director Sales & Marketing, 1991 - 2010

Education Istituto Tecnico Industriale Telecommunication Engineering

global telecom equipment





bill mayberryWireless

Bill is a 36 year veteran of the telecommunications industry. The last 24 years have been in wireless, doing everything from a PCS network start up, to national engineering roles for AT&T Mobility, to senior leadership roles for wireless services providers. Bill’s background has made him well versed in all aspects of wireless network planning, engineering, implementation, and operations, which he now utilizes to perform wireless network consulting projects. He has a broad range of business entity experience, ranging from big company, to small company, to start-up company. He also maintains a wide array of industry contacts to help facilitate successful projects and help him stay abreast of new wireless technology developments and trends.

Experience NextGame Technologies, Inc. Senior Consultant - Wireless, 2008 - present

Nsoro Mastec Senior Vice President, Corporate Operations Chief of Staff, 2010 - 2011

AT&T Mobility Executive Director - MSC Planning & Engineering, 2004 - 2007

Cingular Wireless Executive Director - South Region Engineering, 2000 - 2004

BellSouth Various roles, 1990 - 2000

Education University of North Carolina at Charlotte MBA

Lenior-Rhyne University B.S., Mathematics

wireless




steve hochData Networking

Steve is a 25-year business and marketing veteran with experience spanning several of today’s leading global technology providers. Steve served as Director for Marketing Planning & Strategy at Cisco Systems, responsible for planning methods, processes and systems across the company’s product lines and geographies. Steve previously led marketing for Cisco’s mobility business, partner programs, and small / medium business product marketing. Prior to Cisco, Steve held marketing management, operations and business development positions with Hewlett-Packard and Apple Computer.

Experience Lake Consulting Market Strategy Consultant, 2009 - present

Cisco Systems, Inc. Director, 997 - 2009

Education University of Michigan MBA, Strategic Planning, Quantitative Methods

University of California Bachelor of Science in Managerial Economics

data networking





linda larsenTelecommunications, Cable & Satellite

Linda is a sales and general management expert with vast experience in sales transformation and reinvention within the business-to-business, retail and indirect distribution channels at T-Mobile and Verizon Wireless. Linda has a strong growth track record in developing game-changing marketing strategies, creating new revenue opportunities, improving operating and sales efficiencies and enhancing the customer experience. She has expertise and insight in:• Revitalizing and transforming struggling business units• Developing and launching new, high-tech products & services• Re-engineering business processes to improve efficiencies• Opening new sales channels for rapid growth

Experience National Telecomm, Mobile and Retail Product Consulting Channel Sales, Marketing & Branding Consultant, 2013 - present

T-Mobile Director - HQ Program Management Systems, 2012 - 2013

Verizon Wireless Various roles (including Director- National Retail Channel Operations and Technology, Retail Channel District Manager), 2000 - 2011

Education Washington State University Bachelor of Arts in Social Sciences

telecommunications, cable & satellite




ric steinbergerIT Security

Ric has worked for several Silicon Valley companies including SRI International, Nuance Communications, SRI Consulting, Digital Island, Oracle And Stanford University. His background is in software development, system administration, network security and information assurance and mobile devices. He’s developed and taught adult education courses in computer security for UC Santa Cruz, UC Berkeley and Norwich University.

Experience Mobile App research Group President, 2009 - present

Norwich University Faculty Member, 2006 - present

Stanford University Associate Information Security Officer, 2005

Oracle Director IT Security, 2003 - 2005

Cable & Wireless Senior Security Architect, 2001 - 2003

Education Catholic University of America M.S., Mechanical Engineering

Rensselaer Polytechnic Institute B.S., Anthropology

it security





ron raggioEnterprise Hardware

Ron is a successful IT professional with over 20 year experience in Mainframes, Servers, Blades, PC’s, Open Systems, Storage Systems, Software, Consulting, Managed Services, In-sourcing and Out-sourcing. He has held senior level positions for several OEM manufactures contracting with Citigroup worldwide, providing expanded success with Server Consolidations, both Windows NT and Open Systems as well as NAS and SAN, Disaster Recovery, and hot sites. He has a strong international background with equipment sourcing for Asia Pacific, Europe and Latin America. Ron also has senior sales management experience with industry leaders such as Amdahl / Fujitsu , Network Appliance, Hewlett Packard and Unisys.

Experience Independent IT Consultant, 2014 - present

WebApp Solutions Director of Sales, 2009 - 2014

Unisys Corporation Corporate Client Manager, 2008 - 2009

Hewlett Packard Enterprise Account Manager, 2006 - 2008

Education City University New York Bachelor of Science in Economics

enterprise hardware




rick slavinTelecom Equipment

Rick is a senior level executive with over 30 years experience in the Telecommunications Industry. His career includes working in both wireless carrier and telecom vendor environments, specializing in business development, marketing, sales and network strategy. He has developed expert knowledge in wireless telecom technology and go-to-market strategies and has established substantial contacts within the industry.

Experience RM Slavin and Associates CEO/Principal Consultant, 2010 - present

Ericsson Various roles (Vice President, Director of Sales), 2001 - 2010

Education Case Western Reserve University MBA, Finance, Business Strategy

University of Pennsylvania Bachelor of Science in Finance

telecom equipment





katy wellsSemiconductors

Katy worked as an attorney for Fortune 500 Advanced Micro Devices, Inc. (AMD) for almost 14 years. She last served AMD’s semiconductor business as Corporate Vice President for Operations & Alliances on the CEO’s team and over the years focused on international transactions; board governance; global corporate compliance; manufacturing, technology, and environmental, health & safety; and executive and law department management. Katy helped drive global and industry collaboration in the semiconductor business, including as a member of AMD’s China leadership team; counsel to German and India leadership teams; Executive Sponsor of company customer loyalty, risk management, and women’s programs; and co-chair with Intel’s Medical Director of a multi-year Semiconductor Industry Association (SIA) worker health project.

Experience Cochran Client Development Coach and Consultant, 2014 - present

AMD Corp. VP, Office of CEO, Corporate Secretary, Deputy General Counsel, 1998 - 2011

Education Yale Law School JD Degree

Lamar University Bachelor of Science

semiconductors



project leader - healthcare

fajar atmajayaIndonesian Pharmaceuticals

Fajar has worked for several pharmaceutical companies in Indonesia for more than 20 years. He held many positions involved in new product launch, business licensing, outsource marketing, turning around company’s performance, business arrangement in pharmaceutical and medical device industry. He currently holds a director position at one group of Indonesian company with such areas of: pharmaceutical raw material importers, drug manufacturer, beauty clinics and medical devices.

Fajar has a good knowledge about Indonesia healthcare system especially on Universal Health Coverage from idea, implementation as well as current update. He has experiences in sales & marketing training, strategy, people management, negotiating and business process.

Experience Group of Companies Director, 2014 - present

Ferron Par Pharmaceuticals Head of Marketing & Sales, 2008 - 2013

Ferron Par Pharmaceuticals Group Product Manager to Marketing Manager, 2004 - 2008

Dexa Medica Product Manager to Senior Product Manager, 1999 - 2003

Education Prasetiya Mulya Business School of Management Certified Business Management, General Management and Finance

Pancasila University Post graduate, Apothecary

Pancasila University Bachelor, Pharmacy

indonesian pharmaceuticals





leo kurniawanIndonesia Pharmaceuticals

Leo worked as Medical and Regulatory Director in several MNCs like Merck Indonesia (1979 - 1983), Sandoz Indonesia (1983 - 1986), Janssen Pharmaceutica Indonesia Group from Johnson and Johnson (1986 - 1996), Upjohn Indonesia (1996 - 2000) and Pharmacia Upjohn Indonesia (2000 - 2003), Sanofi Pasteur Indonesia, The Vaccines Division of Sanofi Aventis International (2003 - 2012). He has experiences in new products registration, extension of Marketing Authorization for existing products, and medical devices. He has experiences in GCP training and GMP training, and in negotiation with the Indonesia Regulatory Authority and Ministry of Health regarding the Clinical Studies biological samples transferring, export and intellectual property.

Experience Independent Former and Retired Medical Affairs Manager, 2012 - present

Pharmacia Upjohn Indonesia Medical and Regulatory Director, 1996 - 2003

Janssen, Pharmaceutical Companies of Johnson and Johnson Medical and Regulatory Director, 1986 - 1996

Education Atma Jaya Catholic University Medical Degree

Canisius College

indonesia pharmaceuticals




ronald limenIndonesia Pharmaceuticals

Ron has vast experiences in the Indonesian Pharmaceutical and Medical Devices industries. He spent his corporate career in the following roles: Medical Director for Hoechst Pharmaceuticals; Business Unit Director at Hoecst Pharmaceuticals; Sales and Marketing Director at Schering; Country Manager at Dentspy; Commercial Director for AstraZeneca Plc; and most recently at an importer, distributor and sales and marketing organization with a focus on medical devices. Ron has extensive knowledge in the healthcare industry (ethicals, medical devices, OTC), from the overall aspects of a company’s operation down to the details of registration, distribution, sales, marketing, and manufacturing. Ron speaks Bahasa Indonesia, English, German and Dutch fluently.

Experience MAP HealthCare, Medical Devices, Pharmaceuticals Managing Director, 2010 - present

AstraZeneca Commercial Director, 2007 - 2010

DENTSPLY International Country Manager, 2006 - 2007

Schering-Plough Pharmaceuticals Senior Sales & Marketing Director, 1996 - 2006

Education Georg-August-Universität Göttingen M.D.

Pepperdine University Bsc, Pre-med

indonesia pharmaceuticals





steve sellerManaged Care

Steve has more than 30 plus years of Pharmacy experience in the healthcare sector. He has extensive experience in the management and development of pharmacy programs involved in the hospital, senior care, oncology, retail and managed care environments. He possesses a solid background in the clinical, financial and human resource management of these diverse healthcare operations. He has extensive experiences in direct clinical involvement with physicians in formulary development, utilizing market-share contracting with medical supply and pharmaceutical companies.

Experience 3-P Associates Consultant Pharmacist, 2010 - present

Rite Aid Pharmacy Pharmacist-MTM Specialist, 2008 - 2010

Kaleida Health Director of Pharmacy, 2001 - 2008

Education Massachusetts College of Pharmacy and Health Sciences Doctor of Pharmacy

Niagara University Bachelor of Science in Natural Science

managed care



project leader - financials

Andrzej BurżAEuropean Insurance

Andrzej is Skilled in strategic planning, market positioning, sales management, client/supplier relations and recruitment and management of high-performance teams. He has comprehensive top management experience in large service and distribution organizations, specializing in greed-field and business expansion operations in financial institutions. He advises on industry trends with proven ability to lead organizations through growth, acquisitions and joint-ventures. He is also well-versed in multi-cultural business communications.

Experience Experto Credite Andrzej Burża Owner, 2014 - present

TUiR Allianz Polska S.A. Board Advisor Corporate Clients, 2010 - 2013

TFI Allianz Polska SA President, 2005 - 2010

TU Allianz Polska SA Vice President, 1999 - 2005

Education Warsaw School of Economics Master of Art in Economics

european insurance




project leader - financials

mark castellanoUS Securities

Mark is the Managing Principal of an independent consulting firm with over 30 years of global working experience in the securities lending and financial marketplaces. For ten years prior to his consulting work, Mark was a Managing Director and the Global Head of the Financing Services Group at BlackRock Investment Management/Merrill Lynch Investment Managers (MLIM) with responsibilities for the firm’s Global Securities Lending program. Before re-joining Merrill Lynch and BlackRock, Mark was responsible for the Equity Finance Group of ING Barings in New York. Prior to ING, Mark worked in London as a Director at Barclays de Zoete Wedd (BZW) where he integrated the Equity Financing business with the Swaps, Arbitrage & Derivatives desks while establishing additional trading desks in New York, Sydney and Tokyo.

Experience Mark Castellano Consulting, LLC Managing Principal, 2010 - present

Guggenheim Securities Project Manager / Business Analyst, 2011

BlackRock Investment Management LLC Managing Director, 2006 - 2010

Merrill Lynch Investment Managers Director, 2000 - 2006

Education Rutgers, The State University of New Jersey-Newark Bachelor of Arts, Management & Finance

us securities



project leader - services

michael dyllFreight Transportation

Michael owns and runs Texas International Freight, a boutique freight firm serving the freights needs of the oil and gas industry, the mining industry, and heavy equipment industry worldwide. He is a licensed customs broker and the company is a licensed Ocean Transport Intermediary. Michael knows about various aspects of shipping related - but not limited - to container shipping, bulk shipping, break bulk shipping, LTL trucking, full truckload and heavy haul trucking, air cargo, ocean and air chartering, and customs brokerage. He serves on the Texas Freight Advisory Council for the State of Texas Department of Transportation. He is a Director representing Harris County (county seat of Houston, Texas) on the Board of the Gulf Coast Rail District.

Experience Texas International Freight President, 2011 - present

TecLogistics Business Development Manager, 2006 - 2011

NAMJ President, 2001 - 2010

Education American University MA, Foreign Affairs

University of Montana BA, Classics

freight transportation




management consultingDue Diligence and Market Research Our Management consulting clients include some of the most prestigious global firms which serve as an advisors to the world’s leading businesses, governments, and institutions. Management consulting clients are headquartered both in the U.S. and abroad.

entrepreneursMarket Research Entrepreneurs need to understand their markets as well as any established firm. One such inventor is developing and commercializing a diagnostic device that allows accurate dosing of anti-infective therapy to be determined with a simple blood test.

clientsBusy professionals rely on Axon Advisors to put them in touch with just the right person who can provide them insight into their work. Our clients range from entrepreneurs launching new products, to business management analysts who are helping their clients expand into markets, to financial services professionals who are performing due diligence in their equity research.

financial services firmsEquity and Market Research Our financial services firms clients are widely regarded as some of the premiere buy side and sell side firms on Wall Street. Clients include #1 analysts in their industries as rated by Institutional Investor and one of the top 20 largest asset managers globally.

Clients 41Differentiation

topics to be discussed:

` Which antibiotics do you typically use and how are drug

and dose-related decisions made?

` How do you decide your patient-specific dosing?

` Do you use any therapeutic drug monitoring to help

optimize patient dosing?

` What kinds of infections do you think there is a need for

antibiotic monitoring?

criteria:

• Infectious disease specialist• Doctors who are part of antibiotic

stewardship programs for their organizations

• Extensive experience prescribing vancomycin

• Extensive experience prescribing aminoglycosides

deliverable:

Seven qualified experts were proposed to the client and five were scheduled for 1-v-1 phone consultations.

consultants connected:

• Steven LaRosa Title: Infectious disease medical doctor at Beverly Hospital Bio Link: http://www.beverlyhospital.org/find-a-doctor/physician/Steven-LaRosa-783 • David Nicolau

Title: Director of Center for Anti-Infective Research and Development at Hartford Hospital Bio Link: http://profiles.uconn.edu/ProfileDetails.aspx?From=SE&Person=448• Barry Fox

Title: Faculty at University of Wisconsin School of Medicine Bio Link: http://www.uwhealth.org/findadoctor/profile/barry-c-fox-md/6027 • Trevor Van Schooneveld

Title: Assistant Professor, Section of Infectious Diseases at Nebraska Medicine Bio LInk: http://www.nebraskamed.com/careers/education-programs/asp/team/trevor- vanschooneveld• Ellie Goldstein

Title: Clinical Professor of Medicine, UCLA School of Medicine Bio Link: http://www.antimicrobe.org/authors/ellie%20jc_goldstein.asp


` A brief summary of Ebola Virus.

` Why is this outbreak so much worse than prior

criteria:

• 1 virologist and 1 public health expert on Ebola virus.

deliverable:

Two qualified experts were proposed to the client and both participated as speakers on a conference call hosted by our client with his clients joining to listen and participate in Q&A.


• JeffreyShaman Title: Associate Professor of Environmental health Sciences at Columbia University Bio Link: http://www.mailman.columbia.edu/our-faculty/profile?uni=jls106 • John Connor

Title: Associate Professor of Microbiology at Boston University Bio Link: http://www.bumc.bu.edu/microbiology/people/faculty/john-h-connor-phd/

outbreaks? What is different and why?

` How much is known and certain and inevitable about the epidemic and how much is still “up in the air”?

` Is the situation under control in Africa? What are the continuing risks in Africa and the likely outcome?

` What are the medical and economic risks to the US, to Europe and to other countries?

` What public health measures are being taken in Africa? What measures are being taken outside

Africa? What others might be contemplated or considered?

` What are the risks from the case in Dallas? What measures should businesses take with respect to

those risks today?

case study

antibiotics dosing, 1-on-1 phone callsSell-Side Senior Research Analyst

Case Study

ebola virus, conference callSell-Side Senior Research Analyst

case study

Case Study42 43Differentiation Differentiation


` The current treatment paradigm (of each cancer area) –

prognosis, treatment modalities, other relevant factors.

criteria:

• Key Opinion Leaders in five cancer areas (NHL/CLL, Multiple Myeloma, Breast Cancer, Lung Cancer, Immuno-Oncology).

deliverable:

2-3 KOLs per cancer area were proposed to the analysts and 1 per cancer area was confirmed to serve as a speaker at an annual Oncology Event hosted by our clients at their office.


• Bruce Cheson Title: Head of Hematology, and Director of Hematology Research at Lombardi Bio Link: http://explore.georgetown.edu/people/bdc4/• Kenneth Anderson

Title: Director of the Jerome Lipper Multiple Myeloma Center at Dana-Farber Bio LInk: http://researchers.dana-farber.org/directory/profile.asp?pict_id=0000268&gs=r• Linda Vahdat

Title: Director of the Breast Cancer Research Program at Weill Cornell Medical College Bio Link: http://weillcornell.org/ltvahdat• Roman Perez-Soler

Title: Chairman, Department of Oncology; Deputy Director, Albert Einstein Cancer Center Bio Link: http://www.montefiore.org/body.cfm?id=1735&action=detail&ref=596• GlennDranoff

Title: Director, Human Gene Transfer Laboratory Core, Dana-Farber Cancer Institute Bio Link: http://www.dfhcc.harvard.edu/membership/profile/member/213/0/


` Client is evaluating a potential investment in the athletic

footwear industry and wants to gain insight into global

markets and learn more about customer demand from a

retail and a wholesale perspective.

criteria:

• Experts who can provide a global overview of sales trends, explain the supply chain and market for materials, and discuss retail and wholesale demand globally.

deliverable:

Three experts are proposed to the client and all three are scheduled for 1-v-1 phone consultations.

experts sourced:

• Directors of supply chain process for a producer of athletic footwear in the US with experience in international markets

• Marketing director and a GM of retail distribution based in China• District sales manager for sports goods retailers in the US

case study

Case Study

oncology panel, special eventSell-Side Healthcare Research Team, Client Event

case study

athletic footware industry, 1-on-1 phone callsSell-Side Senior Research Analyst



` How vessels could be redeployed to the clean-up efforts

and how long this could take.

criteria:

• Expert who can knowledgeably discuss the topics on cleanup effort, resources and timing, as it relates to an oil spill.

deliverable:

Two experts were sourced and connected to the client for 1-on-1 calls followed by their participation as speakers on a conference call hosted by our client with his clients joining to listen and participate in Q&A.

experts sourced:

• Director of an offshore marine services firm• Former Chairman and CEO of a leading provider of Platform Supply Vessels (PSVs) and Marine

Services company


` Client is a multi-strategy asset manager assessing a

potential investment in one of the USA’s largest parking

services providers. Client needed to ramp up their

knowledge of the market dynamics, competitive landscape

and industry trends.

criteria:

• Expert who has specific insights on the operating models of the target company (parking services providers) and a major privately held competitor.

deliverable:

Client was connected with 3 high-level executives during dinner to discuss the topics. Client followed up with each by phone for 1-on-1 calls thereafter as well.

experts sourced:

• Former president and chief executive officer of the target company who headed the firm for 6 years and left the company 18 months prior to the consultation

• Former chief financial officer of the target company who left the company 13 months prior to the consultation after 11 years tenure

• Chief operating officer of the key competitor

oil spill, conference callSell-Side Senior Research Analyst

case study

Case Study

case study

parking service providers, 1-on-1 phone callsSell-Side Senior Research Analyst


Quality is never an accident; it is always the result of high intention, sincere effort, intelligent direction and skillful execution; it represents the wise choice of many alternatives.

william a. fosterMedal of Honor and Purple Heart Recipient

AXON ADVISORS

120 E. Market St., #1257

Indianapolis, IN, 46204

axonadvisors.com

t. 317.800.7952

f. 317.800.7952

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