President,
Federal Reserve Bank of Kansas City Dr. Hoenig took office on October 1, 1991, as the eighth chief executive of the Tenth District Federal Reserve Bank, at Kansas City. He is currently serving a full term that began March 1, 2001.
C. Edward (Ed) Baker, Jr., 50, is Chairman of the Board and Chief Executive Officer of Arch Wireless, Inc. (Nasdaq: ARCH), one of the largest providers of wireless internet messaging and wireless mobile data in the United States with operations in all 50 states, the District of Columbia and in the Caribbean.
Mr. Baker joined Arch in March 1988, two years after the Company was founded, as President, Chief Executive Officer and a member of the Board of Directors. He became Chairman of the Board in May 1989. Previously, from 1986 to 1988, Mr. Baker was President and Chief Executive Officer of U S West Paging, the paging subsidiary of U S West, Inc. From 1980 to 1986, he was Vice President and General Manager at Gencom, Inc., the wireless subsidiary of Communications Industries, Inc.
Under Mr. Baker's leadership, Arch has recorded steady growth and a superior financial performance. Revenues and operating cash flow - among other key industry performance measures -- have increased annually. At the same time, the Company has expanded from a largely regional paging carrier to one of the largest wireless messaging and wireless mobile data companies in the world.
Arch experienced significant internal and external growth during Mr. Baker's tenure, including more than 30 mergers and acquisitions. In June 1999 Arch acquired MobileMedia Corporation of Fort Lee, NJ, effectively doubling its size and expanding its sales and service reach throughout the United States and beyond. He also spearheaded Arch's May 1996 acquisition of Westlink Holdings, Inc., San Diego, CA, as well as the September 1995 purchase of USA Mobile Corporation, based in Cincinnati, OH. Mr. Baker has completed more than 50 acquisitions during his career. He also led the Company's initial public offering of common stock in January 1992.
Prior to co-founding BlackThorn Partners, Mr. Banks was Managing Director of Koch Industries Financial Markets Group, with responsibility for establishing and managing Koch's financial market activities globally. Koch is the second largest privately held company in North America, and is involved in nearly all phases of energy, agriculture, chemicals, minerals, and financial markets.
Throughout his seven-year tenure at Koch, Mr. Banks designed and executed a wide range of financial investment strategies in the financial markets. Mr. Banks designed and executed a wider range of financial investment strategies in the commodity and financial markets. Mr. Banks produced an outstanding track record in relative value and arbitrage based strategies. These strategies focused on identifying undervalued positions and hedging those positions with futures, options, and other securities to isolate the element of undervalued risk.
Prior to joining Koch, Mr.
Banks was an engineer for the Shell Oil Company. He holds an MBA from the University
of Houston and a B.S. degree in Petroleum Engineering from the Colorado School
of Mines. Mr. Banks resides in Kansas City with Cindy, his wife of fifteen years,
and their children, Andrew and Margaret.
Bio is unavailable. We appreciate your interest and the support Mark has offered.
Cregg B. Baumbaugh has been
Executive Vice President - Finance, Strategy and Development of VoiceStream
Wireless Corporation since May 3, 1999. He served as Senior Vice President -
Corporate Development of VoiceStream and Western Wireless Corporation from 1994
to May 1999. From November 1989 through May 1999, he served in various positions
with Western Wireless and its predecessor. From 1986 to 1989, Mr Baumbaugh was
employed by The First Boston Corporation, and from 1981 to 1986 by GATX Capital
Corporation. Mr. Baumbaugh has BS and MBA degrees from Indiana University.
Marcey Berges is the CFO of Jayhawk Capital Management, a family of hedge funds run by APM founder Kent McCarthy. Ms. Berges has been with Jayhawk since 1997. She is an alum of the KU APM class.
Michael F. Bigham, 43, is Vice Chairman of Corixa Corporation, a public biotechnology company focused on the treatment and prevention of autoimmune diseases, cancer, and infectious diseases by understanding and directing the immune system. Corixa is headquartered in Seattle, WA, with significant operations in South San Francisco, CA and Hamilton, MT. He began in this position in December 2000, following the successful merger of Coulter Pharmaceuticals with Corixa Pharmaceuticals. The merger of Coulter and Corixa in December 2000 represented the largest merger between two independent biotechnology companies.
Bigham became President and CEO of Coulter Pharmaceuticals in July 1996. Coulter was a biotechnology company focused on the development of novel therapies for the treatment of cancer and autoimmune diseases. Under Bigham's watch, the company grew from 10 employees to 215 at the time of the merger. The company successfully completed an initial public offering in January 1997.
Prior to joining Coulter, Mr. Bigham was Executive Vice President and Chief Financial Officer since June 1988. Under Mr. Bigham's direction, Gilead raised $450 million through seven equity finance offerings.
Mr. Bigham was Co-head of Investment Banking with Hambrecht & Quist from 1984 through July 1988 where he provided corporate finance and merger and acquisition services to public and private emerging growth companies primarily in the healthcare industry. He was the youngest person in the history of the firm to hold this position.
Mr. Bigham began his career with Peat, Marwick, Mitchell & Co. in the consulting division. He became a CPA during this time. He earned his undergraduate degree in Commerce from the University of Virginia. He later received an MBA from Stanford Graduate School of Business.
Mr. Bigham is married with
three children. He currently serves as a director on the boards of two public
and two private companies.
Robert S. Boswell is Chairman and Chief Executive Officer of Forest Oil Corporation, a publicly held independent natural gas and oil producer. He was named Chairman in 2000, President in 1993 and became Chief Executive Officer in 1995. Mr. Boswell has spent his career in the oil and gas industry. Prior to joining Forest, he was employed by private companies in both the oil and gas exploration and oilfield services areas of the energy industry. Mr. Boswell currently serves as a director of C. E. Franklin Ltd. of Calgary, Alberta, and the Gas Research Institute. He is a Regional Governor of the Independent Petroleum Association of America. He is also on the Board of Trustees of the Boys and Girls Clubs of America.
Mr. Boswell is a graduate of Vanderbilt University with a degree in chemical engineering, Magna Cum Laude, and a graduate of the University of Texas Business School, where he earned his Master of Business Administration Degree.
Timothy Burger is an Equity Analyst with UMB Investment Management his primary area of research coverage is industrial stocks including capital goods, machinery, transportation, defense and aerospace.
Tim holds both an MBA with an emphasis in Finance and BA in Political Science from the University of Kansas and is a CFA level III candidate. Prior to joining UMB he was a financial advisor with UBS in Overland Park, KS.
Jeff Davis is Senior Vice
President for Finance &Treasurer of The Kansas University Endowment Association.
Founded in 1891, KU Endowment is the oldest foundation of its type at a public
university in the United States. Prior to joining KU Endowment in 1984, he was
Vice President and Trust Officer of Lawrence National Bank and Trust Co. He
is a graduate of the National Graduate Trust School of the American Bankers
Association. He has an undergraduate degree from the University of Kansas and
a law degree from Washburn University.
Jeff is a member of the Kansas Bar Association, University Foundation Financial Officers Group and the Kansas City Pension Sponsor Group.
Gene Diederich graduated from the University of Kansas with a degree in Business Administration and Accounting. From May 1981 - May 1984 he worked as a Certified Public Accountant in the audit and tax departments of the Kansas City office of KPMG, an international accounting firm.
From May 1984 - 1996 he was a financial consultant for A.G. Edwards with a focus on financial planning for individuals and small businesses.
In March 1996, he became the Branch Manager of the Salina, Kansas office and continued as a financial consultant. Since March 2000 he has served as the Branch Manager of the Overland Park, Kansas office and continued as a Financial Consultant.
As Branch Manager of the Overland Park, Kansas office Mr. Diederich's focus is recruiting new financial consultants along with coaching and mentoring existing financial consultants.
Bill Dondlinger received a Bachelor of Science degree in Business Administration from Saint Louis University and a MBA from the University of Kansas.
In the securities industry, he has experience as a registered representative with a large, national brokerage firm and also as a compliance officer with a small, local firm. He has over 18 years experience with NASD first as an Examiner and currently is a Supervisor of Examiners in the Kansas City District Office.
A native of Wichita, he now resides in Overland Park.
Mr. Drake first worked for Prof. Kent McCarthy at Jayhawk Capital. He then started a hedge fund in Colorado and finally opened his own asset management business in Wichita.
Patrick Dunkerley, CFA
Senior Vice President and Senior Portfolio Manager
Patrick Dunkerley is the lead portfolio manager of the UMB Scout Mid Cap Fund and has served as the lead portfolio manager since the Fund’s inception, October 31, 2006. Pat has more than 13 years of investment management experience. He joined UMB and the Advisor in 2006, following previous employment at Victory Capital Management from 2001-2006, where he served as an assistant portfolio manager, and subsequently a senior portfolio manager of a mid cap mutual fund and separate account. He earned his undergraduate degree from the University of Missouri and his graduate degree from Golden Gate University. Pat is a CFA Charterholder, a member of the CFA Institute and the Kansas City CFA Society.
Nic Eliason is an Equity Analyst at The Applied Finance Group (AFG) in
Chicago. He manages the AFG 50 portfolio with primary responsibility for
theTechnology, Health Care, and Energy sectors. Prior to his three years
at AFG, Nic was an analyst in the Strategic Valuation Services group at
Arthur Andersen in the company's Chicago office. Mr. Eliason graduated with
honors from the University of Notre Dame with a BBA in Finance, is a CFA
charter holder and a member of the CFA Institute and the Investment Analysts
Society of Chicago. Nic has been quoted as an expert source in various
publications including The Wall Street Journal and CFA Magazine.
Mr. Farley founded Labrador Partners L.P. in January, 1990, and is the partnership's managing partner. Labrador Partners makes long-term investments in the shares of publicly traded companies.
Prior to founding Labrador Partners, Mr. Farley worked from 1984 through 1989 at Reich & Tang, a New York investment management firm, where he co-managed Centennial Associates, an investment partnership that focused on small-capitalization stocks.
Stephen Farley grew up in Westfield, New Jersey, and graduated magna cum laude in 1980 at the age of 20 from the Plan II Honors Program at the University of Texas. He was a marketing representative for IBM from 1980 through 1982. Mr. Farley graduated in 1984 from the Stanford Graduate School of Business.
Mr. Farley lives in New
York City with his wife and two children. His wife, Suzanne Worden, is a free
lance television producer for a cable television channel, COURT TV.
Mark Fleischhauer is Vice President of Portfolio Management of Beneficiary and has been with Beneficiary since 2004. In this capacity, he serves as co-manager of Jayhawk Institutional Partners, LP and Jayhawk Investments, LP as well as a research analyst for the Jayhawk China Fund (Cayman), Ltd. He received a Bachelors of Science in Economics from the Wharton School of the University of Pennsylvania in 1996. He attended the Kellogg School of Management of Northwestern University where he received a Masters in Business Administration in 2003.
Mark worked as an investment banking analyst at Bear Stearns from 1997 to 1998. He then worked with the same portfolio management team at two hedge funds, George Weiss Associates and Hamilton Partners, from 1998 to 2001. At both firms, he served as a junior portfolio manager focusing on convertible bond and volatility arbitrage strategies. After attending business school, he worked at HFR Asset Management, a manager fund of funds, in portfolio management.
Victor Almeida is President and C.E.O. of Internacional de Ceramica. He graduated in 1979 form the University of Texas at Austin with a Bachelors Degree in Business Administration. Since the start up in 1979, he has held several positions with Interceramic. In 1980 Mr. Almeida started a new manufacturing facility for Ceramic Tile in Tulsa, Oklahoma and sold it to a Swiss group in 1985. In 1986, he became C.E.O. of Interceramic, today one of the largest manufacturers of ceramic tile products in North America.
Since 1987 he has been President and C.E.O. of Grupo Cencor, which is a holding company controlling Interceramic, Chrysler, Mercedes Benz, and Honda dealerships in the state of Chihuahua and other investments of the Almeida family.
Since 1992, Mr. Almeida has been a member of the National Board of directors of Grupo Financiero Banamex Accival, the largest financial institution in Mexico, as well as Chairman of Banamex advisory board in the state of Chihuahua. He was Chairman of the State of Chihuhua Economic Development Corporation from 1994 - 1996. He is a member of the Board of Directors of the Greater Dallas Chamber of Commerce.
Senior Vice President
Mr. Gasaway has two decades of broad based investment research and management
experience. During the twenty years of Mr. Gasaway’s investment career,
he served as both a research analyst and portfolio manager gaining in-depth
knowledge of a wide array of securities and industries. These include government
and corporate bonds, high yield bonds, mortgage securities, convertible bonds,
money market securities, common stocks and preferred stocks.
As a research analyst, Mr. Gasaway has followed stocks and bonds of companies in numerous industries including oil and gas, metals, coal, machinery, electrical equipment, autos, gaming, engineering and construction, leisure, hotels, education, healthcare and consumer services. As a portfolio manager, he has managed numerous funds. Since inception, he has been the lead manager of the Buffalo High Yield Fund, and co-manager of the Buffalo Small-Cap, Mid-Cap, Large-Cap and USA Global Funds.
Mr. Gasaway joined Kornitzer Capital Management (KCM) as a partner in 1991. KCM manages some $2.5 billion in assets for individuals and institutions. Prior to joining KCM, Mr. Gasaway worked for Waddell & Reed Investment Management Company. Mr. Gasaway is a Chartered Financial Analyst and is a current member of the Kansas City Society of Financial Analysts. He graduated from Kansas State University with a Bachelor of Science degree in Business Administration.
Teaching Assistant
Michael is currently a senior at KU majoring in Accounting and Finance. He has two summers of experience on the trading floor at Friedman, Billings, & Ramsey in Washington D.C. and one year of experience doing research for fund managers and analysts at Security Benefit Group in Topeka.
Stephen P. Glennon, age 56, has been the Company's Chief Executive Officer since September 1999 and a director since December 1999. In June 2000, he was re-elected to a one-year term on the Board of Directors. From 1994 until joining the Company, Mr. Glennon served as Chief Executive Officer of Glennon Associates, a firm of private investment bankers specializing in financial restructuring and turnaround management of financial sector companies. Mr. Glennon previously served as an investment banker with Lehman Brothers, N.Y. and Lepercq, de Neuflize & Co., N.Y. Mr. Glennon currently serves as a director of New Water Street Corporation, N.Y. and Point Clear Holdings, N.Y.
Scott F. Hartman, age 41,
is a co-founder, Chairman of the Board and Chief Executive Officer of NovaStar
Financial, and has been a member of the Board of Directors since 1996. His primary
responsibilities are to interact with the capital markets and oversee the portfolio
of investments and the securitization of mortgage loan production. Mr. Hartman
served from February 1995 to June 1996 as Executive Vice President of Dynex
Capital, Inc. His responsibilities while at Dynex included managing a $4 billion
investment portfolio, overseeing the securitization of mortgage loans originated
through Dynex’s mortgage operation and the administration of the securities
issued by Dynex. For the previous three years he had served as a consultant
to Dynex. Mr. Hartman also serves as a director and Vice Chairman of NovaStar
Mortgage.
Marc A. Hensel serves as Vice President, Acquisitions & Divestments for Plains Exploration & Production Company. Mr. Hensel has been responsible for PXP's, and its predecessor's, mergers & acquisitions, divestiture and business development activities since February 2002. Additionally, he manages the development of the company's real estate portfolio. Mr. Hensel was also responsible, as Vice President, Corporate Development, for the execution of Plains Resources Inc.'s corporate development initiatives until July 2004. Prior to joining PXP, Mr. Hensel served as Director, Business Development for Enron Corporation, and Director, Mergers & Acquisitions for Koch Industries Inc. Mr. Hensel has successfully completed over $5.0 billion of acquisition, divestment and financing transactions in the upstream and midstream energy industries. Mr. Hensel earned a BA in economics and an MBA from The University of Kansas. Mr. Hensel resides in Houston, Texas with his wife and son.
President,
Federal Reserve Bank of Kansas City
Dr. Hoenig took office on October 1, 1991, as the eighth chief executive of
the Tenth District Federal Reserve Bank, at Kansas City. He is currently serving
a full term that began March 1, 2001.
Dr. Hoenig was born on September 6, 1946, at Fort Madison, Iowa. He earned a B.A. in economics and mathematics from Benedictine College, Atchison, Kansas, and M.A. and Ph.D. degrees in economics from Iowa State University.
Dr. Hoenig joined the Federal Reserve Bank of Kansas City in 1973 as an economist in the banking supervision area. He was named a vice president in 1981 and senior vice president in 1986.
He has served as an instructor
of economics at the University of Missouri-Kansas City and lectured on the U.S.
banking and regulatory system for the People's Bank of China. Dr. Hoenig is
a member of the Boards of Trustees of Midwest Research Institute and Benedictine
College. He is a member of the banking advisory boards at the University of
Missouri-Kansas City and at the University of Missouri-Columbia.
Scott F. Jones is the founder and Managing Member of Prairie Wind Capital, LLC, a Boca Raton, Florida based investment management company. Previously, Scott was a sell-side equity research analyst covering the healthcare industry for over seven years for firms including A.G. Edwards, Wachovia Securities and RBC Capital Markets. Scott holds a B.S. in Business Administration and an M.B.A., both from the University of Kansas and is a Chartered Financial Analyst.
Thomas S. Murphy Senior Lecturer of Business Administration
Robert Kaplan is a senior lecturer in Organizational Behavior at Harvard Business School and is also a Senior Director of The Goldman Sachs Group. He was previously vice chairman of The Goldman Sachs Group and a member of the firm’s Management Committee. He also served as global co-head of the Investment Banking Division from 1999 through mid 2002. At that time, he became vice chairman of the firm with oversight responsibility for the Investment Banking and Investment Management Divisions. In January 2004, he joined the Executive Office. Rob also served as co-chairman of the firm’s Partnership Committee and chaired the Goldman Sachs Pine Street Leadership Program.
He was head of Asia-Pacific Investment Banking from 1990 to 1993. He relocated back to New York and became head of the Americas Corporate Finance Department in 1994. In 1998, he became co-chief operating officer of global Investment Banking and co-head in 1999. He became a partner in 1990.
In addition to his work at HBS, Rob is co-chair of the advisory counsel for the Harvard Center for Neurodegeneration and Repair. He is also co-chairman of the Board of The TEAK Fellowship, co-chairman of the Board of Project A.L.S. and is a member of the Board of the Harvard Medical School and The Jewish Theological Seminary. Rob has also been appointed by the Governor of Kansas as a member of the newly created Kansas Healthcare Policy Authority Board.
Rob received an M.B.A. from Harvard in 1983 and a B.S. from the University of Kansas in 1979.
Prior to attending business school, Rob was a certified public accountant at Peat Marwick Mitchell & Co.
Allan Kells, Director of Investor Relations, joined Cerner Corporation in June 2001. Mr. Kells’ primary responsibilities include: providing timely, accurate and consistent information to analysts and investors so they can accurately apply it to the evaluation of Cerner. Allan has also been responsible for Cerner’s financial reporting function since 2004. Prior to joining Cerner, Allan served as part of the financial management development program at Sprint Corporation in Kansas City . While at Sprint, he worked in the investor relations department, managed the global markets financial planning and analysis group, and assessed the market potential and financial model for the Sprint ION (Integrated On-demand Network) product. Mr. Kells worked for the Federal Deposit Insurance Corp. as a bank examiner and regional capital markets specialist prior to working at Sprint. Mr. Kells received his bachelor’s degree in business administration with a concentration in advertising from the University of Kansas .
David
C. Lady began his tenure with the Ewing Marion Kauffman Foundation in 1991.
He was named senior vice president and chief financial officer, his current
position, in March 1999. Lady is responsible for Investments, Financial Administration,
Central Grants Administration, Research and Evaluation, Information Technology,
Facilities Administration, Communications, Human Resources, Public Affairs and
Organization Development & Training. The Kauffman Foundation is a private
foundation, with assets of approximately $2.2 billion. It was established by
the late Ewing Kauffman, founder of the pharmaceutical firm Marion Laboratories
and original owner of the Kansas City Royals Baseball Club. The Foundation works
toward its vision of self-sufficient people in healthy communities through a
variety of initiatives and programs funded and/or operated by its two divisions:
Youth Development and the Kauffman Center for Entrepreneurial Leadership.
Lady came to the Foundation from Marion Laboratories where he served in various positions within its corporate finance and business development areas. Lady's early career included a position as corporate auditor for Union Pacific Corporation, during which time he obtained the status of certified public accountant.
Lady is a member of the board of directors of DeLaSalle Education Center, the Muriel McBrien Kauffman Foundation, and the Metropolitan Kansas City Performing Arts Center.
Lady graduated from the
University of Kansas in 1980 with a bachelor's degree in business administration.
He earned his master's degree in Business Administration from KU in 1987.
Tom Laming is President and Chief Investment Officer of TrendStar Advisors, LLC, in Overland Park, Kansas. TrendStar Advisors is the advisor to the TrendStar Mutual funds where Tom is the Lead Manager of the TrendStar Small Cap and American Endeavor funds. Tom was previously a Senior Vice-President with Kornitzer Capital Management where he was co-lead manager of the Buffalo Small Cap, Mid Cap, Large Cap and USA Global funds and the sole manager of Buffalo Science and Technology Fund. Tom also served as a Senior Engineer at Martin Marietta in Denver, and was a Staff Engineer with TRW at the Johnson Space Center in Houston and at TRW's Space Park Facility in Redondo Beach. While an engineer, Tom dealt primarily with spacecraft design and navigation. Prior to joining KCM, he was a technology analyst with Waddell & Reed in Overland Park, Kansas. In addition to his frequent appearances on CNBC, Bloomberg and CNN television programs, he has appeared as a special guest on "Louis Rukeyser's Wall Street." Tom is a Senior Member of the American Institute of Aeronautics and Astronautics and holds an MBA from Indiana University, a Master of Science in Aeronautics and Astronautics from the Massachusetts Institute of Technology and a Bachelor of Science, with highest distinction, in Physics from the University of Kansas.
Stephen A. Lightstone has been the Executive Vice President, Chief Financial Officer, and Treasurer of Premium Standard Farms, Inc., a vertically-integrated pork producer and processor, since August 1998. From 1983 to 1998, Mr. Lightstone was with Payless Cashways, Inc., a building materials retailer, most recently as Senior Vice President, Chief Financial Officer, and Treasurer. From 1978 to 1983, Mr. Lightstone was Vice President-Finance and Treasurer with Butler Manufacturing Company, a Fortune 500 manufacturer of engineered buildings and construction materials.
Mr. Lightstone holds a B.S. Industrial Management and M.S. Finance from the University of Kansas. He is a Certified Public Accountant. He currently serves as Chairman of the University of Kansas School of Business Advisory Board; serves on the Board of Directors of the Johnson County Community College Foundation; serves on the Board of Directors of Cramer Products, Inc.
Todd Ludgate received a Bachelors of Science in Economics from the University of Florida in 1996 and a Masters in Business Administration from the University of Kansas in 2003. He passed Level III of the Chartered Financial Analyst examination in 2003 and is a member of the Kansas City Society of Financial Analysts and the Association for Investment Management and Research (AIMR). Todd also holds the Chartered Financial Consultant and Chartered Life Underwriter designations from the American College. From 1997 to 2003 Todd has worked at Americo Life, Inc. in Kansas City in various capacities. He currently works in the Investments department as an Investment Analyst performing corporate credit analysis and managing the short-term cash of the company. He recently resigned his position at Americo to take a credit analyst position with the State of Wisconsin Investment Board in Madison.
Jim MacMurray received a
Bachelors of Science in Systems Engineering in 1991 from the University of Virginia.
Upon graduation, Jim served in the United States Navy as a submarine officer
until 1998. Since 1998, Jim has been working as a quality engineer for Black
& Veatch in Overland Park, KS. Jim received his Masters of Business Administration
degree from the University of Kansas in 2002 and is a candidate in AIMR's CFA
Program.
Terry Matlack has been a Managing Director of Tortoise Capital Advisors since 2002 and serves each of its funds as Chief Financial Officer and Director. He remains a General Partner at Kansas City Equity Partners.
Prior to joining Kansas City Equity Partners in 2001, Mr. Matlack was President of GreenStreet Capital and its affiliates in the telecommunications service industry. Mr. Matlack has also served as the Executive Vice President and a board member of W.K. Communications, Inc., a cable television acquisition company, and Chief Operating Officer of W.K. Cellular, a cellular rural service area operator. He was also a specialist in corporate finance with George K. Baum & Co., and an Executive Vice President of Corporate Finance at B.C. Christopher Securities Company. Mr. Matlack graduated with a Bachelor of Science in Business Administration from Kansas State University and holds a Master of Business Administration degree. He holds a J.D. from the University of Kansas, and earned his CFA designation in 1985.
Andrew F. Mathieson, 44, is President of Fairview Capital, a registered investment advisor located in Larkspur, California. Fairview, which was founded by Mr. Mathieson in 1995, manages over $275 million in separate portfolios and is the General Partner of two private investment partnerships.
Mr. Mathieson earned a B.A. degree from Yale University in 1978, and an M.B.A. from Stanford University in 1984. Mr. Mathieson is currently on the board of DiCon Fiberoptics, one of the world's leading suppliers of passive optical components, modules and test instruments for current and next-generation optical communications markets.
Mr. Mathieson was a co-founder and board member of the Bay Area "I Have a Dream" Foundation, and helped sponsor a class from San Francisco's Mission District. He recently completed two terms as a trustee of the Bay Area Discovery Museum, where he served on the executive committee for the past five years. The Discovery Museum, located in East Fort Baker, has the largest membership of any children's museum in the country.
Additionally, Mr. Mick supports the 3 public closed-end funds, performing research on over 75 companies within our universe. This involves creating and maintaining financial models, visiting companies, attending analyst meetings, working on IPOs, direct deals, private placements and general portfolio selection.
Mark's team manages $1.5 Billion in AUM with very good results over the last few years. On a gross return basis their large value strategy beat the Russell 1000 Value index in the last 2 years and rank in the top quartile of Large Cap Value Funds by Lipper and Morningstar. Their Concentrated Large Cap Growth strategy has exceeded the Russell 1000 Growth index by over 400 bps on a gross return basis over the last 3 years. This strategy ranks in the top decile of large cap growth funds for Lipper.
As a business consultant for Lawrence Regional Technology Center (LRTC), Mr. Morrison is responsible for analyzing business opportunities for potential and existing clients. He will also assist LRTC staff in managing clients' business strategy, operations management, and capital budgeting.
Prior to joining LRTC, Mr. Morrison served as a consultant for a start-up software firm, where his responsibilities included business strategy, financial modeling, and operations management. Before his consulting work, Mr. Morrison was Vice President of Credit Administration for Capital City Bank, where he was responsible for underwriting and monitoring commercial credit facilities.
Mr. Morrison earned both his B.S. in Business Administration and M.B.A from the University of Kansas.
Darius Nevin
Executive Vice President, Chief Financial Officer and Director
Prior to joining Protection One, Nevin served as Chief Financial Officer of Guardian International. There, he assisted in building the company to more than $20 million in annual billings from $5 million. He also participated in raising more than $40 million from debt and equity financings to fund the company's acquisition program.
From 1987 to 1997, Nevin served as President and Chief Financial Officer of Guard Technologies. At Guard Technologies, Nevin led the innovative provider of specialized electronic security services as it grew to protect more than 20 million square feet of Class A office space in Florida and metropolitan New York. Nevin also previously worked at First Chicago Venture Capital (FCVC) in Chicago where he led financing for CASI, now one the largest providers of access control systems. He served on the boards of several early stage technology companies while in the Boston office of FCVC and also was elected partner of Madison Dearborn Partners, a fund affiliated with FCVC at that time.
Mr. Nevin has an M.B.A. from the University of Chicago Graduate School of Business Administration and an A.B. from Harvard College.
Professor of Law, University of San Diego B.A., B.S. 1989, University of Kansas; J.D. 1992, Yale University
Professor Partnoy teaches and writes in the areas of corporate law, corporate finance and financial market regulation. His publications include Infectious Greed: How Deceit and Risk Corrupted the Financial Markets (Henry Holt), F.I.A.S.C.O.: Blood in the Water on Wall Street (W.W. Norton) and more than 20 articles on various topics related to financial market regulation. Before joining the USD faculty in 1997, Partnoy worked as an investment banker at CS First Boston and Morgan Stanley in New York, and as an attorney at Covington and Burling in Washington, D.C. He was co-recipient of the 1999 Thorsnes Prize for Excellence in Teaching and is the 2004 Herzog Endowed Scholar.
Ms. Peng has served as Manager of Corporate Finance of Inergy since December 2001. Prior to joining Inergy, she worked as a business development consultant to Inergy during its acquisition of Independent Propane Company. Ms. Peng was an investment banking analyst of the Energy Group at A.G. Edwards & Sons, Inc. from March 1999 to July 2001. She received her undergraduate degree in accounting and masters in tax accounting from the University of Kansas in December 1998.
Todd Preheim is currently president of Campanile Capital, a company he founded in 2001. Prior to starting Campanile, he worked as a software equity analyst at RBC Capital and a financial analyst at Sprint PCS. Todd also was an intern at Goldman Sachs. Todd received a BA (Mathematics) from the University of Kansas in 1995 and an MBA (Finance) from the University of Texas in 2001.
Kevin S. Rauckman has served as Chief Financial Officer and Treasurer of Garmin Ltd. since August 2000. He has been Director of Finance and Treasurer of Garmin International, Inc. since January 1999 and a director of Garmin International, Inc. since April 2001. He has been Treasurer and a director of Garmin USA, Inc. since December 2001. Mr.. Rauckman was a director and Treasurer of Garmin Foreign Sales Corporation from January 1999 to December 2001. Previously, Mr. Rauckman served as Director of Finance and in other finance capacities for one of Allied Signal's (now known as Honeywell International, Inc.) Aerospace units from May 1996 to January 1999 and served as Finance Manager with Unisys Corporation, a technology hardware and consulting services company, from June 1993 to April 1996. Mr. Rauckman holds BS and MBA degrees in Business from the University of Kansas.
Upon graduation, Mr. Remar joined the Omaha office of Peat, Marwick, Mitchell and Co. as an auditor. In 1973, he moved to Hutchinson, Kansas and began his association with Dillon Companies, Inc. as Controller of Kwik Shop, Inc. He was named Vice President of Kwik Shop in 1977.
Mr. Remar transferred to the corporate headquarters of Dillon Companies, Inc. in 1978 to work on special projects in the accounting, data processing, and systems areas. In 1979, he was named Director of Convenience Stores with operating responsibility for Dillon Companies' three convenience store subsidiaries. Mr. Remar was named Vice President in charge of the convenience store group in 1982 and Senior Vice President in 1986. He retained responsibility for the convenience store group through 1988 at which time there were seven subsidiaries operating 950 stores.
In 1988, Mr. Remar was named Senior Vice President, Controller of Dillon Companies, Inc. He was named Senior Vice President, Secretary & Treasurer and Chief Financial Officer of Dillon Companies, Inc. in 1990. In 1995, he was promoted to Executive Vice President, CFO, Secretary & Treasurer. He is currently Vice President of The Kroger Co., parent company of Dillon Companies, Inc.
Mr. Remar currently serves as Chairman of the Finance Committee of Holy Cross Catholic Church, Chairman of the Board of the Dillon Employees Credit Union, and Vice Chairman of the Kansas Cosmosphere Foundation Board. He is a member of the Bishop's Financial Council for the Catholic Diocese of Wichita; serves on the Finance Committee of Wesley Towers, Inc.; and is an Advisory Director for Sales Data, Inc.
Ms. Reuss is a CFA charterholder and joined Kornitzer Capital Management in 2005 as a research analyst. Prior to joining KCM, she worked as a portfolio manager for the Private Bank at Bank of America. She currently servves as the Vice President of the CFA society of Orlando. She has nine years of investment experience and holds both a Masters of Accounting & Information Systems and a BS in Business Administration and Accounting from the University of Kansas.
Joanna Rupp is the Chief Operating Officer for the University of Chicago's Office of Investments. She oversees the operational, administrative and risk management infrastructure surrounding the investment of over $5 billion of Endowment and related assets and assists the Chief Investment Officer with tacital and strategic investment decision making. She joined the University in 2001 as the Manager of Public Equities.
Her prior professional experience includes investment banking for Security Capital Markets Group and Goldman, Sachs & Co. and 6 years at U.S. Central Credit Union as an Asset/Liability Manager, responsible for fixed income portfolio management, fixed income derivatives strategy and new product development.
Joanna holds an M.B.A. in Finance from the University of Chicago, Graduate Business School, cum laude, and a B.S. in Business Administration from the University of Kansas. She is a CFA Charterholder. Joanna is a member of the Economic Club of Chicago and the Vice President of the Board of Directors of Deborah's Place, Chicago's largest service provider of housing and homeless services exclusively for women.
Mr. Sherman has served as President, Chief Executive Officer and a director of Inergy's managing general partner since March 2001, and of its predecessor from 1997 until July 2001. Prior to joining its predecessor, he was a vice president with Dynegy Inc. from 1996 through 1997. He was responsible for all downstream propane marketing operations, which at the time were the country's largest. From 1991 through 1996, Mr. Sherman was the president of LPG Services Group, Inc., a company he co-founded and grew to become one of the nation's largest wholesale marketers of propane before Dynegy acquired LPG Services in 1996. From 1984 through 1991, Mr. Sherman was a vice president and member of the management committee of Ferrellgas, which is one of the country's largest retail propane marketers.
Mr. Schulte is the President and CEO of Tortoise Energy Infrastructure Corporation. He also serves as a Managing Director of Kansas City Equity Partners (KCEP). Mr. Schulte has more than 16 years investment experience first as an investment banker at Fahnestock & Co., Inc. (now Oppenheimer) and later at KCEP where he made direct Master Limited Partnership investments. From 1986 to 1989 he was an attorney focusing on securities law. Mr. Schulte holds a Bachelor of Science degree in Business Administration from Drake University and a Juris Doctorate degree from the University of Iowa. He earned his CFA designation in 1992, and is a member of the Financial Accounting Policy Committee of AIMR.
Mr. Seferovich graduated from the University of Kansas in 1969 with a BA in economics and from the University of Arkansas in 1971 with an MBA. Prior to joining Waddell & Reed in 1989, Mr. Seferovich was affiliated with the Security Management Company from 1982 to 1988. From 1974 to 1981, he was associated with Reimer & Kosher Associates as a security analyst and portfolio manager. Since joining Waddell & Reed, Mr. Seferovich has served as the portfolio manager of Waddell & Reed's small cap mutual funds, including leading the management of W&R Small Cap Growth Fund, available only to US investors, since its inception in September 1992 until March 2002. Mark is currently head of the Small Cap Equity Team and portfolio manager of small cap growth equity institutional accounts.
Josh is currently an investment advisor with Tax Favored Benefits working with high net worth individuals and corporations on retirement planning, asset allocation, and tax planning. Josh is currently a candidate for the CFP & CLU designations. Prior to working with Tax Favored Benefits, Josh managed money for two hedge funds. Josh received a Bachelor’s degree (Philosophy) in 1994, a law degree in 1997 and an MBA in 1997 all from the University of Kansas.
A 1977 KU journalism graduate, Dale Seuferling, began his career in the university advancement profession that same year as KU's first broadcast media coordinator for the Office of University Relations.
In May, 1981, he joined the KU Endowment Association and over the past 22 years he has held positions in a variety of areas within the organization, including: public relations, constituent development, major gifts, and fund-raising management. He was one of two associate directors of Campaign Kansas. Prior to being named president in July, 2002, he was the executive vice president for development with responsibility for a fund-raising program of 48 professional positions and 21 support personnel. He was also the corporate secretary of KU Endowment. In addition to his duties as President of KU Endowment, Dale directed the KU First Campaign which raised $653 million for KU through December 2004.
Dale has held a number of leadership roles in the Council for Advancement and Support of Education (CASE), including: chair of the eight-state mid-American district, a member of the National Commission on Philanthropy, and as a member of a national committee charged with the oversight of reporting standards used for capital campaigns in higher education. In 1999, he was awarded the Distinguished Service Citation by CASE.
He and his wife Marianne, have two daughters. Tess is a fifth grader at Sunflower and Marci a ninth grader at Southwest Junior High.
Mr. Shelby is CFO of LSB Industries. Mr. Shelby is a CPA, prior to joining LSB he worked for the accounting firrm of Arthur Young & Co., a predecessor of Ernst and Young. Mr. Shelby is a graduate of Oklahoma City University.
Brad Shoup is President of BCS Capital, a private equity fund. From 1999 to present, Mr. Shoup, of Mission, KS has focused on investing in private start-up ventures and small public companies in the development or high-growth stages. He has been an advisor or executive at certain companies in which he invested, including CRT Holdings Inc., Belzberg Technologies Corporation (BLZ – Toronto Stock Exchange), Ivanhoe Energy Corp. (IVAN – NASDAQ), and CyberCity Holdings Inc. Currently, Mr. Shoup is the Chief Financial Officer of CRT Holdings Inc., a private company engaged in the development of innovative technologies in the power generation industry.
From 1988-1998, Mr. Shoup was a founding partner in several related investment management and corporate finance advisory entities, including Batchelder & Partners Inc., DHB Partners LP, Girard Partners LP and Relational Investors LLC. Relational Investors is an investment management firm with over $1 billion under management.
From 1984-1987, Mr. Shoup was a financial analyst for Mesa Petroleum, an oil and gas exploration and production company led by T. Boone Pickens, Jr. (CEO) and David H. Batchelder (President). During this period Mesa made several large active investments (including unsolicited acquisition offers) in major oil companies, including Phillips Petroleum, Unocal and Diamond Shamrock.
Mr. Shoup holds a M.S. degree from the Sloan School of Management at Massachusetts Institute of Technology (1984) and a B.S. in Civil Engineering with Distinction from Kansas University (1980).
Jim does not want us to post a formal bio. Jim has come to class many times to discuss LSB and other companies. He is always a hit with the students. Thanks, Jim.
Derek Smashey, CFA Assistant Vice President and Assistant Portfolio Manager
Derek is the assistant portfolio manager of the UMB Scout Mid Cap Fund. Prior to joining UMB he was a Director at Nations Media Partners, an investment banking firm specializing in media and communications. He graduated from Northwest Missouri State University with a degree in Finance and earned an MBA at the University of Kansas. Derek is a CFA Charterholder and a member of the CFA Institute and the Kansas City Society of Financial Analysts.
Director of Investor Relations and Corporate Communications
Ms. Straathof joined SOHU in April 2000 to set up the company's investor and public relations program. Based in China for over ten years as a veteran Dutch journalist, Ms. Straathof came on board to bring SOHU's corporate message into the international business arena as spokesperson for SOHU. Ms. Straathof holds a Masters Degree in International Relations from Johns Hopkins University School of Advanced International Studies, a graduate diploma in American Studies from Smith College and a Masters Degree in Modern History from the University of Amsterdam.
John Stupka serves WorldCom as President of Wireless Solutions and President of Ventures and Alliances. Mr. Stupka, 50, is a 27-year telecom veteran. John joined the company through its acquisition of SkyTel in October 1999.
Mr. Stupka came to SkyTel in August 1996 with an extensive background in both the wired and wireless industry segments. At SkyTel, he helped develop the wireless messaging company into a strong, marketing-driven organization. This resulted in impressive growth of SkyTel's advanced messaging business and led to record financial performance for the company. SkyTel's nationwide advanced messaging network positions it to capitalize on the strong demand for wireless messaging, which is being fueled by the growth of Internet email and an increasingly mobile populace. Stupka was instrumental in SkyTel's merger with WorldCom, which completed on October 1, 1999.
Stupka joined Southwestern Bell Telephone Company in 1974 after receiving a BSIE at the University of Oklahoma and completing a three-year military tour. He rapidly advanced through a series of operating assignments and in November of 1985 was promoted to President and CEO. Under John Stupka's leadership, SBMS gained wide recognition as the cellular industry's premier company, leading the industry in both market penetration and operating cash flow. He received numerous honors for his work in expanding the cellular industry. In July of 1995, Mr. Stupka was promoted to Senior Vice President of Strategic Planning for SBC Communications. Reporting directly to the SBC Chairman, Mr. Stupka directed both strategy development and SBC's technology arm, SBC Technology Resources, Inc.
As WorldCom's President of Wireless Solutions, Mr. Stupka is responsible for the operation of SkyTel Communications, WorldCom Wireless Solutions, which delivers broadband access via MMDS technology. Additionally, he oversees WorldCom's investment in mobile computing -- Metricom - and formulates the company's global wireless strategy. In his capacity as President of Ventures and Alliances, John Stupka is responsible for the company's investments in Mexico (Avantel) and in Brazil (Embratel), as well as managing the Mergers and Acquisitions support group and the teams that support alliances used to complete the global delivery process.
Founded in 1998, Svoboda, Collins L.L.C. (SC) is a private equity firm with $150 million of capital and a mission of identifying, investing in and building relationships with middle market service and distribution companies. Svoboda, Collins makes investments of up to $10 million in early stage/growth stage and recap opportunities. Mr. Svoboda founded the firm with Michelle L. Collins, who was also a partner at William Blair.
Prior to founding SC, Mr. Svoboda was responsible for developing corporate finance business in William Blair & Company's niche of middle market companies and managed Blair's interface with venture capital and buyout firms. He worked at Blair from 1983 to 1997 and became a partner in 1988.
John serves on the board of several private companies including World Data Corporation, Milestek Corporation and Entertainment Marketing Corporation. In addition, he serves as trustee of the Stanford Business School Trust, Francis W. Parker School, the Otho S.A. Sprague Memorial Institute, and serves on the Children's Committee for the University of Chicago Hospital System. He graduated from Williams College, cum laude, with a BA in 1979 and received his MBA from Stanford University in 1983.
John lives with his wife, Jill, and children, Sam, Adam and Lucy in the DePaul area of Chicago.
· Associate Director,
West LB, Leverage Finance, 02-present Responsible for originating, (re)structuring
and executing lead (co)-arranger mandates for leverage buy-outs.
· Transaction Manager, WestLB Global Structured Finance, 00-01 Support
in arranging structured financings (primarily leverage) in various sectors.
Negotiation of the terms, structuring and modelling of the financings, monitoring
and waiver preparations of the existing portfolio.
· Associate, Koch Industries Capital Services/Mergers & Acquisitions
(US/Canada), 97-99
Financing of FetriNitro (Project of the Year 1998), a $1 billion greenfield
ammonia/urea Venezuelean project. Led modelling and underwriter selection for
the concortium of four international sponsors. Analysed financial structure-bond/bank,
tenor/amortization optimization, participated in rating agencies/institutional
investors presentation and information memorandum/offering circular preparation.
Assisted with $50m equity sell-down.
EDUCATION
· University of Kansas, MBA, Finance Major, 97.
· University of Kansas School of Business, U.S. Information Agency Scholar,
94-95.
· Grodno State University (Belarus), equiv. of Bachelor of Arts, 91-94.
Department of Law and Economics with a major in International Economic Relationships.
RESUME
Office: One Galleria Tower
Phone: (office) 972-702-7387
13355 Noel Road, Suite 1050 (fax) 972-960-4899
Dallas, Texas 75240 (mobile) 214-546-7185
(home) 972-964-0546
Home: 5325 Doral Circle
Plano, Texas 75093
PROFESSIONAL EXPERIENCE
1999- WALTHALL ASSET MANAGEMENT CORPORATION - Dallas, Texas
Principal in private equity investment firm. The Firm invests primarily in equities of private companies with an established operating history and proven management. Additionally, equity investments are made in real estate transactions where the anticipated holding period is less than five years. The Firm only invests where its expertise and relationships add value to the transaction.
1998-1999 LYRICK CORPORATION - Dallas, Texas
President, CEO and Director of closely held private company comprised of three operating divisions: LYRICK STUDIOS, quality family entertainment; COLORDYNAMICS, commercial printing; and RESOURCES FOR CHRISTIAN LIVING, religious publishing.
· LYRICK STUDIOS
manages the production of and distributes quality family entertainment properties,
including the number-one rated preschool TV program, "Barney & Friends®,"
and the Emmy award-winning Wishbone® series, both of which are on public
television.
· COLORDYNAMICS is one of the largest commercial printers in the Southwest.
· RESOURCES FOR CHRISTIAN LIVING is a publisher of religious and values-based
materials.
· Direct reports included operating Division Presidents, CFO and Human
Resources.
1987-1997 HERITAGE MEDIA CORPORATION - Dallas, Texas (NYSE: HTG)
CEO and co-founder of Heritage Media Corporation (1997 rev: $700 million) which was the largest targeted marketing services company in the United States through its ownership of ACTMEDIA and DIMAC. ACTMEDIA is the world's largest third-party provider of in-store marketing products and services, primarily to consumer packaged goods manufacturers with products in supermarkets, drug stores and mass merchandisers. DIMAC is the largest full service, vertically integrated direct marketing services company in the United States. Heritage also operated six network-affiliated television stations and twenty-four radio stations in eight major markets.
· Heritage Media
started in 1987 with $5 million equity, which grew in 10 years to $754 million
when sold to News Corporation for $1.4 billion.
· Company formed by purchasing television and radio assets of Heritage
Communications, Inc.
· Revenues grew from $40 million in 1987 to $700 million in 1997.
· Company built through internal growth and 20-plus strategic acquisitions.
· Financial World 1995 CEO of the Year.
1985-1987 HERITAGE COMMUNICATIONS, INC. - Des Moines, Iowa (NYSE: HCI)
President - Communications Products Group. Heritage Communications was a diversified, entrepreneurial, communications company (1987 Rev: $350 million). Assets included: one million cable television subscribers, five radio and six television stations and nine communications related manufacturing and marketing businesses.
· Direct reports
included CEO's of various manufacturing (books, calendars, yearbooks, projection
screens and meeting room products) and marketing companies (outdoor advertising,
specialty advertising and trade show exhibits), as well as a group CFO.
· Heritage Communications, Inc. sold to Tele-Communications, Inc. (TCI)
for $1.5 billion in 1987.
1974-1985 HAWKEYE BANCORPORATION - Des Moines, Iowa (NASDAQ: HWBK)
(Now known as Firststar Bancorporation)
Largest multi-bank holding company in Iowa over $2 billion in assets
· Helped founding
entrepreneur build Hawkeye from a small bank holding company into a significant
public company.
· 1975-1977 Executive Vice President Hawkeye Bank of Des Moines.
· 1977-1982 CEO of Hawkeye Bank of Council Bluffs, Iowa.
· 1982-1985 CEO of Hawkeye's lead bank, Hawkeye Capital Bank.
· 1980-1985 Corporate Bank Executive supervised 12 Hawkeye banks.
· Served on Hawkeye's Board of Directors, Executive Committee, Large
Loan Committee, Investment Committee.
1969-1974 IOWA - DES MOINES
NATIONAL BANK - Des Moines, Iowa
(Now known as Wells Fargo Bank of Iowa) Iowa's
largest commercial bank
· Started as management
trainee.
· Youngest person selected for officer level.
· Worked in operations, marketing and lending.
· Left bank as executive in charge of all retail banking.
1967-1969 BROWN OIL COMPANY - Sedalia, Missouri
· Family business. Worked in operations and marketing.
PROFESSIONAL ORGANIZATIONS
· Young Presidents' Organization - Nebraska, Iowa, Texas
· Chamber of Commerce, President - Council Bluffs, Iowa
· United Way, Vice-Chairman - Des Moines, Iowa
· Iowa Bankers Association, Director - Des Moines, Iowa
CURRENT BOARD MEMBERSHIPS
Public Company
· Conseco Mutual Fund Group (NYSE: CFD) - Carmel, Indiana
Private Companies
· Da-Lite Screen
Company - Warsaw, Indiana
· Walthall Asset Management Corporation - Dallas, Texas
Educational
· Drake University - Board of Trustees - Des Moines, Iowa
EDUCATION
1971 Drake University -
MBA
Des Moines, Iowa
· Graduated first in class
1967 University of Kansas
- B.S. Business
Lawrence, Kansas
· Member of Honorary Academic Fraternity
Beta Gamma Sigma
PERSONAL
Married: 34 years - Elyce C. Walthall Hobbies: Golf, Flying, Boating
Children: Son, 32 Military
Service: U.S. Army Reserve
Daughter, 28 1967-1973
Tim Webster has been President of American Italian Pasta Company since 1991 and its CEO since 1993. Webster joined AIPC as its Chief Financial Officer in April 1989 after 2 years of consulting with AIPC for his former employer, Ernst & Young.
Under his leadership (jointly with Horst Schroeder, AIPC's Chairman since 1991), AIPC has grown sales and operating profits by a 30% compounded rate for 9 years. AIPC's success has been achieved through investments in state-of-the-art facilities (3 in the US and one recently added in Italy) as well as building a strong management; but most of all through delivering customers with a combination of quality, service and competitive prices that enable them to grow their pasta sales and profits.
Webster is also a visionary who sees opportunity for AIPC to continue to grow and improve into one of America's best food companies.
Webster also works with the following business and community organizations:
· Member, Clay County
Economic Development Alliance
· Member, Kansas City Area Development Council
· Member, American Institute of Certified Public Accountants
· Member, Young Presidents' Organization
· Member, Country Club Christian Church
· Member, William Jewell Fine Arts, Second Generation Group
Principal Senior Equity Research Analyst
Mr. West graduated in 1989
with a Bachelor of Science in Molecular and Cell Biology from the University
of Connecticut. In 1991 he earned a Master of Science degree in Biochemistry
from the University of California, Davis. From 1992-1993 he was a research assistant
at Genentech, Inc. investigating antibody-based therapeutics. In 1995, Mr. West
joined Pacific Bell as a financial analyst, and in 1995-1996 he performed financial
analysis and information technology projects at the California Public Employees
Retirement System. In 1996 he earned a MBA with a concentration in Finance from
the University of California, Davis. He joined A.G. Edwards Securities Research
in 1996 and was promoted to Analyst in 1999, Associate Vice President in 2001
and Vice President in 2004. While at A. G. Edwards, Mr. West co-lead a sell-side
team that followed biotechnology and was selected along with his co-coverage
partner Alex Hittle to the 2002 Fortune Magazine “All Star Analyst Team,”
based on stock-picking in 2000 and 2001. Mr. West is NASD Series 7 and 63 licensed
and he has earned the right to use the Chartered Financial Analyst designation.
Bio is unavailable. We appreciate your interest and the support Dan has offered.
Patricia
A. Winans is the Founder and Chief Executive Officer of MAGNA Securities Corp.,
an extremely successful brokerage firm in New York City, now in its ninth year
of operation. She is involved in all areas of the firm including trading, marketing,
operational systems, compliance, and new product development. Ms. Winans began
her career in 1980, as a sales assistant on the trading desk of the First National
Bank of Chicago, where she earned her first securities licenses shortly thereafter
in 1982. Prior to forming MAGNA Securities Corp., she held other prominent industry
positions, including Vice President at Rauscher Pierce Refsnes, Greenwich Partners,
and M.R. Beal & Company. In her current role as director of marketing, she
is involved in educating plan sponsor fiduciaries about the intricacies of brokerage
services. From 1996 to 1997 she served as talk show host of Wall Street 101,
a national Public Broadcast Service (PBS) program covering various Wall Street
topics from an educational point of view. She holds various industry licenses
including a Series 7 (Full Registration/General Securities Representative),
24 (General Securities Principal), 27 (Financial & Operations Principal),
55 (OTC Securities Trader), 53 (Municipal Securities Principal) & 63 (Uniform
Securities Agent State Law). Ms. Winans was educated at DePaul University in
Chicago where she studied Corporate Finance and Economics.
James Wineland is a Senior Vice President and Portfolio Manager of Waddell & Reed Investment Management Company.
Mr. Wineland graduated from the United States Military Academy at West Point, New York in 1973. Following five years of service with the U.S. Army, he was a finished products distributions manager with Proctor and Gamble Paper Products Company. Mr. Wineland earned an MBA at the University of Kansas in 1981 and joined United Missouri Bank in Kansas City as an equity analyst.
Mr. Wineland joined Waddell & Reed as an equity analyst in 1984. In 1987 he was named assistant portfolio manager of the Waddell & Reed Advisors Income Fund. In 1988 he was appointed portfolio manager of Waddell & Reed Advisors Retirement Shares and in 1992 named portfolio manager of the Waddell & Reed Advisors Vanguard Fund. He was appointed portfolio manager of the Waddell & Reed Advisors Asset Strategy Fund when the fund was launched in March 1995. In 1997 Mr. Wineland was appointed co-portfolio manager of the Waddell & Reed Advisors Core Investment Fund, the Waddell & Reed Core Equity Fund, and the Waddell & Reed Target Core Equity Portfolio. With the retirement of Mr. Wineland's co-manager, he leads the core equity team as portfolio manager of the three mutual funds and the core equity portfolios of institutional accounts.
Mr. Wineland is a Chartered Financial Analyst. He is a member of the Association for Investment Management and Research (AIMR). He is a member and serves on the Board of Directors of the Kansas City Society of Financial Analysts.
As Chief Financial Officer of CNET Networks, Inc., Doug Woodrum is in charge of Finance and Financial Planning & Analysis, as well as the Legal and Facilities departments. Prior to joining CNET in 1997, Mr. Woodrum was founder, executive vice president, and chief financial officer of Heritage Media Corporation, a Dallas-based targeted marketing services company that was sold to The News Corporation in August, 1997 for $1.4 billion. As EVP and CFO, Mr. Woodrum was a key participant in developing and implementing the accounting systems and financial structure of the company. He played a major role in the company's aggressive acquisition of assets in the media industry, helping Heritage Media increase its equity value 20-fold in 10 years.
Mr. Woodrum is also a part of CNET Networks' Executive Committee, which oversees the company's strategic direction.
CNET Networks, Inc. is the global source of information and commerce services for the technology industry. As a top 10 Internet company with established Web sites in 25 countries and content in 18 languages, CNET Networks connects buyers, sellers and suppliers throughout the IT supply chain with award-winning content via the Web, wireless devices, television, radio and print. Its respected brand portfolio includes CNET, ZDNet, mySimon, News.com, Computer Shopper magazine, and CNET Radio, as well as CNET ChannelServices, including CNET DataServices and CNET ChannelOnline. The company's vision is to educate and empower people and businesses by unlocking the potential of the technology world to make things easier and faster, and by helping them make smarter buying decisions.
Brett Young - Vice President and Senior Analyst with Plainfield Asset Management
Prior to joining Plainfield, Brett Young was in 2005 a Vice President in Credit Research at Spectrum Investment Group, a startup fixed income hedge fund in New York. From 2001 to 2005, Mr. Young was a Vice President at RBC Capital Markets in Greenwich, CT, working as a high yield research analyst covering automotive suppliers, industrials, paper and forest products, oil services, refining, and exploration and production. Prior to joining RBC, Mr. Young worked at American Express Company in 2000 and Raytheon Company from 1997 to 1999. Mr. Young received a B.S. in business administration in 1997 from University of Kansas.
As
Chairman, President and CEO of Yellow Roadway Corporation, Bill Zollars leads
one of the largest and most recognizable global transportation service providers.
Zollars was named to his current position on November 9, 1999. Prior to that,
Zollars was President of Yellow Transportation,Inc., a position he accepted
on September 6, 1996, as part of a major management transition for the company.
From 1994 to 1996, Zollars was Senior Vice President of Ryder Integrated Logistics, a $1.5 billion division of RyderSystem, Inc., based in Miami, Florida. Previously, Zollars spent 24 years in various executive positions at Eastman Kodak, including assignments in London, Toronto and Tokyo.
Zollars holds a bachelor
of arts degree in economics from the University of Minnesota and is a member
of Phi Beta Kappa. He serves on the boards of Butler Manufacturing, ProLogis
Trust, The Midwest Research Institute, National Association of Manufacturers,
Heart of America United Way, American Trucking Associations, The Civic Council
of Greater Kansas City and The Carlson School of Management at the University
of Minnesota.
Mr. Zimmer has an undergraduate degree from KU. Following graduation he worked as a stockbroker. He is a real estate developer, investing in commercial real estate. Mr. Zimmer typically invests in solid deals that can provide substantial long term income streams.