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Register a free account with the Fluent in Foreign Academy™ to download all presentations from
this conference. You can register at academy.fluentinforeign.com or follow the
detailed instructions located at the end of this booklet.
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Developing and Financing International Business Opportunities
Presented by: The Broad Street Capital Group and Fluent In Foreign™
November 14th, 2013 [8:30 AM – 6:00 PM EST] At the famed Penn Club of New York, 30 West 44th Street
A networking cocktail reception will follow
Organized by the Broad Street Capital Group, as part of its Fluent in Foreign Financing™ series, this invitation-‐only event will offer a candid and detailed look at the development and financing of several exclusive international project and business case studies ranging from $15 million to over $350 million in value. The projects featured at this conference will span multiple emerging market countries and industry segments including: ● Healthcare IT ● Investor owned data centers ● Construction equipment and infrastructure ● Distributed energy ● Fitness and Childcare franchising ● Online education ● eCommerce●
The goal of this conference is to educate U.S. companies, and professionals who serve them, on how to develop and finance business opportunities internationally, as well as to showcase some of the more promising emerging markets.
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We would like to thank our Event Sponsors and Media Partners
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8:30-‐9:00 Registration – Spruce Room 3rd Floor will be the venue for all presentations 9:00-‐9:15 Keynote Address by Rob Levin, Publisher, New York Enterprise Report 9:15-‐9:30 Welcome Presentation by Alexander Gordin, Managing Director, Broad Street Capital Group 9:30-‐10:15 USG Project & Export Financing Programs Moderator: Bruce Drossman, Regional Director, Export-‐Import Bank of the US Panel: Bruno Mejean, Managing Director Project Finance, Sun Edison Alexander Gordin, Managing Director, Broad Street Capital Group Musya Tumanyan, Sr. Vice President, Hoffman Construction Equipment Cliff Aron, CEO, Greenmax Capital Advisors 10:25-‐11:15 Top Emerging Markets Moderator: Warren Strugatch, Senior Writer, Global Trade Magazine Panel: Tanya Cole, Commercial Office U.S. Commercial Service Jan Fried, US Representative, Czech Invest Cliff Aron, CEO, Greenmax Capital 11:20-‐12:00 Global Innovation: Financing & Market Entry, Closing Cross-‐Cultural Gap Moderator: Lena Feygin, CEO and Co-‐Founder, LogixLMS Panel: Jesse Williamson, Managing Director, weMultiply
Steven Millerman, CEO, Prime Access Dr. Dan Kerr, Client Strategy Consultant, TMC/Berlitz 12:00-‐12:50 LUNCH – Provost Dining Room 2nd Floor 1:00-‐1:30 Keynote Speaker: Commander Michael Pocalyko, Bestselling Author of “The Navigator” and
Chairman of Monticello Capital – Spruce Room 3rd Floor 1:40-‐2:25 Risk Management and FCPA Compliance Moderator: Daryl Chapman, President, Consonance Insurance, LLC Panel: Alex Lipman, Partner, Nixon Peabody LLP Bruce Drossman, Regional Director, Export Import Bank of the US George Bernier, Group Consultant, International Medical Group (IMG) Alexander Gordin, Managing Director, Broad Street Capital Group 2:30-‐3:15 Franchising – First Steps into Foreign Markets
Moderator: Steve Feirman, Head of Franchising Practice, Nixon Peabody LLP Panel: Jennifer Maanavi, Co-‐Founder, Physique 57 Robert Berna, Co-‐Founder, Apple Seeds 3:25-‐3:55 Arbitration vs. Litigation in International Transactions Presenters: Bruce Marks, Partner, Marks & Sokolov Anthony J. Carbone, Partner, Bingham Consulting 4:00-‐4:45 AmberCore Lithuania Data Center Project – Project Development Case Study Moderator: Yuly Wexler, President, PACT Consulting Panel: Kirill Lupandin, CEO Ambercore UAB Chris Fulton, Vice President, Kyoto Cooling Scott Kennedy, Sr. VP Global Business, IBM Corp.(Invited) 4:55-‐5:40 Distributed Generation Company – Project Development Case Study
Moderator: William Pentland, Forbes Magazine Columnist Panel: Dennis Shomko, President, Avicon Advisors Mark Schnepel, President, Flex Energy
Gerald Ruediger, Project Director, UTC Overseas 5:40-‐6:00 Closing Remarks, Q&A 6:00-‐7:30 A Cocktail Networking Reception Celebrating 25 years of the Broad Street Capital Group -‐
Tarnopol Room 10th Floor
Agenda Summary: Developing and Financing International Business Opportunities November 14th, 2013 [8:30am-‐6:00pm] at the famed Penn Club of New York [30 West 44th Street]
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Rob Levin Publisher, New York Enterprise Report
Robert Levin founded The New York Enterprise Report in 2003 to serve the needs of the small business community with which he has worked so closely throughout his professional career. Available both in-‐print and online, NY Report is the only media that caters exclusively to decision makers in the New York tri-‐state area’s small business market. Featuring award-‐winning "how-‐to" articles written by experts, each issue of NY Report
provides critical knowledge that makes it a must-‐read for those looking to grow their businesses. In addition to its print and online properties, NY Report also produces events for business owners as well as hosts the annual Small Business Awards.
Prior to launching NY Report, Levin was the CEO of Profile Pursuit, a custom magazine publisher whose clients included Crunch Gym and the ATP. While CEO, he was in charge of revamping the company's sales process and improving its relationship with partners. Levin was also the CFO of PenOp, a software developer based in New York and the U.K. Soon after joining PenOp, he became part of a three-‐man team that raised $4.4 million from venture capital and institutional investors, enabling the company to survive a cash crunch.
He has also served as COO and CFO of NutriPlus, LLC, an international marketer of personal care products. His responsibilities at NutriPlus included building a multi-‐functional management team, automating operational processes and designing and implementing a strategic planning and budgeting system. Prior to his tenure at NutriPlus, Levin had his own consulting firm in Los Angeles that specialized in business management and finance.
Levin began his career as a tax consultant in Arthur Andersen LLP's Enterprise Group, assisting dozens of clients with tax and business issues associated with growing companies. A certified public accountant, Levin was born in Brooklyn, N.Y., and earned his BS from SUNY Albany and his MBA from The Anderson School at UCLA.
Alexander Gordin Managing Director, Broad Street Capital Group
Alexander Gordin is an international merchant banking professional with over 20 years of experience providing strategic advisory services in the areas of export finance, international project finance, risk mitigation and cross-‐border business development.
Clients include foreign governments and state owned enterprises, Fortune 500 corporations, midsize enterprises and promising start ups.
Mr. Gordin's transactional and negotiations experience spans over 30 countries and multiple industry sectors.He has an in-‐depth understanding of the emerging and frontier markets, as well as proven track record managing cross-‐border crises and high-‐level dispute resolutions. Mr. Gordin is the author of the critically acclaimed "Fluent in Foreign Business" book and creator of the "Fluent in OPIC", "Fluent in Ex-‐Im", "Fluent in USTDA" and "Emerging Markets Business:Keys To America" workshops. He is currently working on the second edition of the book and on developing additional "Fluent in Foreign" and "KeysToAmerica" seminars and publications.
Speakers and Presenters Developing and Financing International Business Opportunities
November 14th, 2013 [8:30am-‐6:00pm] at the famed Penn Club of New York [30 West 44th Street]
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Mr. Gordin was published and featured in numerous publications including: The Wall Street Journal, The Chicago Tribune, Industry Week, The NY Enterprise Report, Industry Today, Business Finance, Wharton Magazine blog, Success magazine, Kyiv Post, Examiner.com, as well as on a number of radio and television programs including: Voice of America, CNBC, CNNfn, Bloomberg, RBC Russia and NY1. Contributing Editor at the NY Enterprise Report. He is a frequent speaker on strategy, cross-‐border finance and international business development.
Mr. Gordin holds an MBA from the Wharton School at the University of Pennsylvania and B.S. in Management Information Systems from the Polytechnic Institute of NYU.
Bruce Drossman
Regional Director – Eastern Region of the Export-‐Import Bank of the United States
Bruce Drossman is a Regional Director – Eastern Region of the Export-‐Import Bank of the United States, the official Export Credit Agency of the U.S. Government. He works from Ex-‐Im Bank’s New York City office, within the Lower Manhattan U.S. Export Assistance Center, providing Ex-‐Im Bank risk mitigation and financing program assistance to
small business exporters in New York State and throughout New England. Bruce joined Ex-‐Im Bank in 2009 following a 26-‐year banking career in New York and Paris. His experience took him from the Irving Trust Company to Société Générale, first as a relationship manager generating business with U.S. multinationals and later as Director of Société Générale Corporate & Investment Bank’s US export finance team. There, he originated, structured, negotiated, and executed term financings of equipment exports from the US to emerging markets buyers, often with the support of Ex-‐Im Bank guarantees. Bruce completed his undergraduate education at Rutgers University, and earned graduate degrees from SUNY-‐Albany and Columbia University’s School of International & Public Affairs.
Speakers and Presenters Developing and Financing International Business Opportunities
November 14th, 2013 [8:30am-‐6:00pm] at the famed Penn Club of New York [30 West 44th Street]
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Musya Tumanyan
Sr. Vice President, Hoffman Construction Equipment
Musya Tumanyan is Senior Vice President of Global Marketing and Sales at Hoffman International, Inc., a company established since 1920 as the US premiere equipment
dealer/distributor representing major USA construction and lifting equipment manufacturers and specializing in the sale, rental, lease and repair of construction, road-‐maintenance, lifting and material handling equipment, providing turnkey services such as project management and export financing, optimization of capital investment, procurement, sourcing, on-‐site training and technical support. Currently, Hoffman Equipment International, Inc. employs 80 people and has 5 branches in Central and South Jersey, the Bronx and Long Island/NY City and Marlboro, South NY State, Easter Pennsylvania and North Delaware States and an annual revenue of over eighty million dollars.
Mrs. Tumanyan joined Hoffman International in 1988 as its Marketing Director after serving in several management positions at a New York City-‐based import/export company, she is holding the position of Senior Vice-‐President in charge of company’s Global Marketing and Sales activities with emphasis now on Sub-‐Sahara Africa. Among the most successfully completed projects in that region is the supply and export financing through US EXIM Bank of two hundred machines for rural road construction equipment in Cameroon. Hoffman has been invited to offer a package of modern road construction technology, which, upon presentation, was accepted and confirmed under Contract agreement; procured and delivered to customer’s base in Douala, Cameroon, assembled and commissioned into operation; operators and mechanics trained to utilize the equipment and be able to perform maintenance and repair. The total value of this package is over fifty million dollars and it involved modern technology transfer. US suppliers from 43 States have benefited from that project. Most recent activities include on-‐going projects in Russia, Kazakhstan, Ukraine, Cameroon, Ivory Coast and Peru.
Mrs. Tumanyan was born in Kishinev, the capital of Republic of Moldova, one of the 15 republics of the former USSR and immigrated to the United States in 1977. Her education includes advanced studies in International Marketing and Trade and Business Administration combined with over thirty five years of practical experience in management of business activities in Europe, Russia/CIS, North and Sub-‐Sahara Africa, Far and Middle East and Central and Latin America. She holds an equivalent of MBA degree in Russian language and literature from the State Pedagogic Institute in the former USSR, a diploma in International Marketing and Trade at the Latin-‐American Institute in New York, and a Graduate of German language courses at Special School for Languages in USSR. Mrs. Tumanyan is a member of the SBEA/WDC Board of Directors. She resides with her family in Pennington, NJ.
Speakers and Presenters Developing and Financing International Business Opportunities
November 14th, 2013 [8:30am-‐6:00pm] at the famed Penn Club of New York [30 West 44th Street]
www.broadstreetcap.com
Cliff Aron CEO, Greenmax Capital Advisors
Clifford J. Aron, Principal and Founder of GreenMax Capital Advisors, is an energy policy and investment professional who has 30 years experience advising on energy efficiency and renewable energy policy and regulation, scoping out energy project development
opportunities, and coordinating investments for a wide variety of private investors and international financial institutions.
Since 1996 he has split his time between Brooklyn, NY and Warsaw, Poland, providing management services exclusively to international clients. Cliff has served as adviser to private investors such as Honeywell, Siemens Building Technologies, Energy Investors Fund, Mid Europa Partners, Royalton Partners, Enfinity, Martifer Renewables, RP Global, Elliniki Technodomiki Anemos, FERSA Renovables, WHEB Ventures, Aurelian Partners, Kinersis, Avanzalia, Madhvani International and others on renewable energy and energy efficiency project investments.
He is widely recognized as a leading expert on the design and introduction of energy efficiency and renewable energy finance in emerging economies. He has worked extensively on these issues as an advisor to the World Bank, IFC, EIB and the US Trade and Development Agency since 1999, pioneering the development of sustainable energy financing products in Hungary, Poland, Estonia, Turkey, the West Balkans and Argentina and reviewing potential investment projects throughout Eastern Europe, Latin America, the MENA and Sub Saharan Africa regions
From the establishment of CJ Aron Associates (now GreenMax Capital Advisors) in 1994, Cliff was a leader in restructuring of the power sector in New York representing the largest private owner/operators of publicly assisted multifamily housing before the Public Service Commission. Earlier, he spent thirteen years leading BEI Energy Corp., a successful New York-‐based ESCo he founded in 1982. As one of the pioneers of the US energy services industry and the founding President of the New York Energy Efficiency Council, Cliff helped develop the statutory framework authorizing implementation of performance contracts by public facilities in New York State. He also was actively involved in gaining regulatory approval for the implementation of Demand Side Management programs and the competitive acquisition of DSM Resources by electric and gas utilities in New York State. In 1989, his firm delivered 3.5MW of reduced power consumption or "negawatts" to Con Edison. BEI also operated a variety of DSM programs for area utilities and government agencies on a contract basis and installed, financed and operated 22 small gas-‐fired co-‐generation units.
An honors graduate in Political Science and International Relations from the State University of New York at Binghamton, Cliff continued his graduate studies at the New School for Social Research, Baruch College and the Parsons School of Design. Cliff speaks Polish and reads French, Spanish and German.
Speakers and Presenters Developing and Financing International Business Opportunities
November 14th, 2013 [8:30am-‐6:00pm] at the famed Penn Club of New York [30 West 44th Street]
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Warren Strugatch Senior Writer, Global Trade Magazine
Warren Strugatch is a consultant and writer specializing in international business. As co-‐founder of the IQ Strategy Group, Inc, he works with an international clientele of manufacturers and service providers in brand development, marketing and public relations. A former New York Times business columnist, Warren writes for such
publications as Chief Executive magazine and Global Trade, where he is a senior editor. His research into global business has been published in the Harvard Business Review, Journal of Management Development, and other periodicals. He is the producer and moderator of “Getting to Work,” a National Public Radio program on people, jobs and the economy. An award-‐winning journalist, Warren has been recognized by such organizations as The Mollie Parnis Livingston Foundation, The Society of American Business Editors & Writers, and the Society of Professional Journalists. He has taught journalism at New York University and Hofstra University. Warren lives in Stony Brook NY.
Tanya Cole Commercial Officer, US Commercial Service
Tanya Cole joined the U.S. Commercial Service in 2006 as a Foreign Service Officer after more than 20 years of experience in the private sector working on engineering and environmental infrastructure projects in Asia, Africa, the Middle East, Europe and the United States. Ms. Cole served as Environmental Engineering Expert for the French
Development Agency, USAID and the World Bank for water treatment, transportation, roads and waste management projects.
Currently Ms. Cole is the U.S. Commercial Officer based at the U.S. Long Island export assistance center serving the New York and Tri-‐State businesses by leveraging her business expertise in Africa, Middle East and South America emerging markets. Ms. Cole is also one of the lead U.S. Commercial Service representatives on the U.S. Presidential Doing Business in Africa Campaign targeted at assisting SMEs export to Africa. She also served in Tunisia as the Senior Commercial Liaison Officer to the African Development Bank (AfDB) for the U.S. Commercial Service, Office of the U.S. Executive Director and Commercial Attaché at U.S. Embassy, Bogota, Colombia.
Ms. Cole has a MA degree in Diplomacy and International Relations, with distinction, Certificate in Health Sciences, BS in Biochemistry and a BA in Psychology, from the University of Westminster London, Harvard, and UCLA, respectively. Ms. Cole speaks French and Spanish.
Speakers and Presenters Developing and Financing International Business Opportunities
November 14th, 2013 [8:30am-‐6:00pm] at the famed Penn Club of New York [30 West 44th Street]
www.broadstreetcap.com
Lena Feygin CEO and Co-‐Founder, LogixLMS
Lena Feygin, Co-‐Founder and CEO of Global Logix Solutions (GLS) an eLearning/Distance Learning company with focus on the technology solution and analytics, also a Managing Director of weMultiply an Investment and Innovations division of the 9.8 Group.
Lena directs engagement with academic, corporate, and health and wellness community, and leads GLS and weMultiply’s education and mentorship programs for academic institutions, corporate and professional training programs as well as for weMultiplys’ portfolio ventures. An innovator and entrepreneur herself, Lena has over a decade of experience in training, e-‐learning, blended learning, and performance support solutions. Lena adds her deep expertise in education, distance learning/eLearning, healthcare IT and workflow improvement to both the GLS and weMultiply teams.
Prior to joining GLS and weMultiply, Lena’s primary focus was on ideation, planning, and execution of blended learning training programs and curricula development in the field of healthcare IT, compliance and beyond. Her experience includes vocational education and corporate training specific to healthcare industry.
Lena holds a B.A. in Psychology from Fordham University and currently pursuing an EMBA at Johns Hopkins University Carey School of Business. Additionally she serves as a Board Member and a Chair of the Technology Committee for NYWA (New York Women’s Agenda) empowering women of New York.
Jesse Williamson Managing Director, weMultiply Jesse oversees weMultiply’s investing operations and venture fund relationships, and is responsible for strategic direction, corporate development and oversight of the weMultiply portfolio. In addition to his role with weMultiply, Jesse leads corporate development for the 9.8 Group and its subsidiaries. Previously, Jesse was VP of Finance and Investor Relations at
Global Advertising Strategies, Vice President of boutique investment bank Seidman & Co., and Vice President of FinanceNYC, a Merchant Bank focused on early stage technology raises. Jesse did his first venture deal in 2003 and has since continued his passion for developing high-‐growth businesses.
Speakers and Presenters Developing and Financing International Business Opportunities
November 14th, 2013 [8:30am-‐6:00pm] at the famed Penn Club of New York [30 West 44th Street]
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Steven Millerman CEO, Prime Access
Steve Millerman is the Chief Executive Officer at Prime Access, the largest independently owned healthcare agency reaching the US Hispanic, African-‐
American, Asian American, LGBT, and other diverse US populations. In his current role, Steve overlooks all aspects of the agency business, including proprietary solution development, maintaining the agency footprint within the industry, and spearheading Prime Access growth through organic and new business opportunities.
Steve’s pharmaceutical and healthcare industry experience spans multiple therapeutic areas and ranges from $30 million to $2.5 billion brands. Steve’s thought leadership and track record has been recognized internally and externally throughout the industry with a number of Business Excellence Awards, Brand Team of the Year Awards, Marketing Masters Awards, as well as three DTC Perspective Awards for best multicultural campaign of the year in 2012 and 2013. Steve is a recognized Key Opinion Leader within the multicultural healthcare market place, and has been a featured speaker at such events as Portada Hispanic Advertising Conference, DTC National and DTC Multicultural National, the Association of National Advertisers (ANA), and the Diversity Inc. Innovation fest, among others.
Most recently, Steve led the cross-‐cultural marketing capability at Novartis Pharmaceutical Corporation. As head of cross-‐cultural, he overlooked corporate and brand specific strategy across key US ethnic groups including Hispanic, Asian, Eastern European, and African-‐American markets. On the internal front, in addition to his cross cultural and brand specific work, Steve also played an active role in the Executive Diversity and Inclusion Council where he successfully drove value of D&I impact on Novartis’s business.
Earlier in his career, Steve was at Medpointe Pharmaceuticals, now Meda and formerly Carter Wallace, where he held key sales positions, ranking #1 in the nation, as well as sales force training and brand team roles.
Steve completed his pre-‐medical undergraduate program in Columbia University in New York. He currently resides in New Jersey.
Speakers and Presenters Developing and Financing International Business Opportunities
November 14th, 2013 [8:30am-‐6:00pm] at the famed Penn Club of New York [30 West 44th Street]
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Dr. Dan Kerr Client Strategy Consultant, TMC/Berlitz
Dan is a Senior Business Development Executive/Cross Cultural Consultant with TMC/Berlitz. He partners with clients in a broad variety of industries to develop cross-‐cultural competence and inclusive workplaces. The customized solutions he develops include cultural assessments, learning and development programs delivered live and/or through the TMC/Berlitz virtual
classroom, and cross-‐cultural consulting.
Prior to joining TMC/Berlitz in 2011, Dan was Director of Cross-‐Cultural Training and Partner Development at Deloitte. He was responsible for the design, content and delivery of Deloitte’s global partner development programs, including the Business Perspectives Program at IMD in Lausanne, Switzerland, the Leadership Development Program at Columbia Business School and IMD, the Global Lead Client Service Partner (LCSP) Development Program, and the Global New Partner Seminar (GNPS). The Working Across Cultures session Dan developed for the Global New Partner Seminar was recognized as a Global Best Practice by the United Nations in their 2009 Doing Business in a Multicultural World publication. Dan also served as Deloitte Global HR Chief of Staff, working closely with senior Deloitte leaders at the global and member firm level, preparing and monitoring the Global HR budget, recruiting, coaching, and evaluating team members, managing several vendor relationships, and serving as Global HR point person for communications to member firm learning and talent leaders. He was the project manager for the development and implementation of Deloitte’s first global competency model (gEm), and developed the Creating New Networks program for Deloitte and Andersen LCSPs at the time of the Andersen transactions.
Prior to joining Deloitte, Dan served as the Director of the Business Program at Long Island University’s Southampton Campus and as Executive Director of the World Affairs Council of Long Island chaired by Ambassador Angier Biddle-‐Duke. Dan began his business career as a practicing accountant and is licensed as a
CPA in New York State. He received his BA from Southampton College, an MS from the CW Post School of Accountancy, an Advanced Certificate in Systems Auditing from Pace University, and a Ph.D. in Business Education from New York University.
In addition to his management roles, Dan served on the faculty of the Deloitte Global New Partner Seminar and the Business Perspectives, Leadership Development, and Global Lead Client Service Partner programs. He is also an adjunct graduate faculty member at Stony Brook University’s College of Business where he was recognized as the Outstanding Graduate Instructor in 2012 and 2013. He previously taught at Southampton College, the CW Post School of Accountancy, St. Joseph’s College, and Suffolk County Community College. The Steinhardt School of Education at New York University recognized Dan as their 2009 Business Education Alumni of the Year.
Speakers and Presenters Developing and Financing International Business Opportunities
November 14th, 2013 [8:30am-‐6:00pm] at the famed Penn Club of New York [30 West 44th Street]
www.broadstreetcap.com
Michael Pocalyko Chairman, Monticello Capital Bestselling Author, “The Navigator”
Michael Pocalyko is managing director and CEO of Monticello Capital, a boutique investment bank based in northern Virginia in the Washington DC metropolitan area, and was chairman of the board of TherimuneX Pharmaceuticals in Philadelphia. He is an experienced corporate director who has served on boards of both publicly-‐traded and privately-‐held companies in the advanced technology manufacturing, engineering services,
information technology, defense and aerospace, and biomedical industries. He has been a public company audit committee chairman and is a Sarbanes-‐Oxley audit committee financial expert. He was previously chairman and CEO of Advanced Environmental Resources, Inc. in Virginia and Erdevel Europa in Luxembourg and Saudi Arabia. He is a Beirut veteran and was a decorated Navy pilot. Mr. Pocalyko earned his AB at Muhlenberg, his MPA at Harvard, and his MBA at Wharton. He is the bestselling author of The Navigator from Forge Books, Macmillan Publishers (June 2013), “the most timely and important financially-‐themed novel in a generation.”
Alex Lipman Partner, Nixon Peabody LLP
Alex Lipman has nearly 20 years of experience both in private practice and government with a focus on securities litigation, regulation, and corporate
governance matters. His practice focuses on defending individuals and organizations in SEC enforcement investigations relating to insider trading, corporate financial irregularities, and securities sales practices. Alex regularly advises financial institutions about risks of exposure to claims of violations of securities laws.
Alex’s government experience includes serving as a special assistant United States Attorney on the Securities and Commodities Fraud Task Force at the U.S. Attorney’s Office for the Southern District of New York for several years. During that time, he prosecuted and tried cases involving accounting fraud, mail and wire fraud, and insider trading. Alex also served as a Branch Chief in the SEC’s Enforcement Division, where he conducted numerous high-‐profile investigations into securities law violations, including cases stemming from the collapse of Enron.
Speakers and Presenters Developing and Financing International Business Opportunities
November 14th, 2013 [8:30am-‐6:00pm] at the famed Penn Club of New York [30 West 44th Street]
www.broadstreetcap.com
Daryl Chapman President, Consonance, LLC
Daryl has over 20 years in the health care industry as a consultant. He worked fo Kirke,Van-‐Orsdel Inc, Marsh and McClennan and owned his own successful health care consulting company. He merged that company with American Wholesale Insurance (AmWINS) in 2007. He recently left AmWINs to start his own health and wellness consulting firm and currently
going to school to become a registered nurse.
His new firm, Consonance LLC assists health care corporations and employers control processes, contain cost, and install employee health improvement methodologies.
At Marsh and McLennan, he served as a Senior Vice President and had profit and loss responsibility for a 500 person, $50 million, four site administrative unit. That unit provided health care administration and contracting for almost a million members in a combination of HMO, PPO and traditional Fee for service settings. He managed also a 60,000 person retiree health care practice.
Daryl has a Masters of Science in Management, a Bachelors of Science in Economics, and an Associate of Arts in Liberal Arts. He's a Chartered Life Underwriter (CLU), Chartered Financial Consultant (CHFC), Registered Employee Benefit Consultant (REBC), Registered Health Underwriter (RHU). Daryl is also a Stephen Minister, a Hospice Volunteer, and has spent 13 years as a Naval Intelligence officer including tours as Aide to the Director of Naval Intelligence, Assistant Chief of Staff (intelligence) for the Commander Seventh Fleet, and Staff Director at the General Defense Intelligence Program responsible for Executive Branch and Congressional approval of the Defense Intelligence budget.
He has been married 31 years to the former Susan Tarbox, and has a 28 year old daughter and three grandchildren. Daryl is a certified Reebok cycling instructor for the YMCA and cycles 100-‐200 miles a week weather and time permitting.
Steve Feirman Head of Franchising Practice, Nixon Peabody LLP
Steven Feirman is a Partner at Nixon Peabody LLP and focuses his practice on domestic and international franchise and distribution law, as well as antitrust and trade regulation matters. He is a member of the firm’s Franchise and Distribution practice group. Before joining the firm, Steve was a partner with DLA Piper LLP. Earlier in his career, he was a trial attorney with the Federal Trade Commission's Bureau of Competition.
Steve has extensive experience counseling clients on U.S. and international franchising programs, licensing arrangements, and other distribution systems, including structuring and documenting such arrangements. He negotiates and prepares franchise, license, supply, distribution, asset purchase, and national account agreements, and has developed franchise disclosure documents for numerous jurisdictions. Many franchisors call on Steve to address their most difficult issues, and he serves as both their legal advisor and strategic business advisor.
Speakers and Presenters Developing and Financing International Business Opportunities
November 14th, 2013 [8:30am-‐6:00pm] at the famed Penn Club of New York [30 West 44th Street]
www.broadstreetcap.com
Jennifer Maanavi Co-‐Founder, Physique 57
Jennifer Maanavi has been involved in dance from early childhood, having performed many different genres throughout college. As skilled at the barre as she is in business, Jennifer left Morgan Stanley in 2005 to combine her passion for dance with her aptitude for running a world-‐class business. Armed with a strong Wall Street finance background and an MBA with
high honors from Columbia Business School, she launched Physique 57 in 2006.
Jennifer’s fitness odyssey began when she opted out of back surgery related to dance injuries and set out to find a safe, fun and effective back-‐ and core-‐strengthening exercise method. After sampling seemingly every mainstream and new age class available in New York City, she stumbled across the Lotte Berk Method, cured her back, and reshaped her body.
Saddened and desperate after Lotte Berk’s sudden closure, Jennifer wrote a business plan and recruited Tanya Becker, a star Lotte Berk Instructor, to quickly develop an updated challenging and comprehensive exercise program.
The result: Physique 57, an internationally renowned fitness company that promotes physical health and personal empowerment through a challenging, dance-‐inspired exercise regimen with a signature blend of fun and fine-‐tuned choreography at its core. More than just an exercise destination, Jennifer and Tanya created and now cultivate a community of encouragement and achievement that changes people’s bodies and lives. She is endlessly inspired and motivated by Physique 57’s clients, instructors, corporate team, and of course, classes.
Jennifer is the Executive Producer of the company’s six DVDs that have sold more than 250,000 copies around the world and in 2012, co-‐authored The Physique 57 Solution, a highly regarded fitness how-‐to book, currently in its second printing. Jennifer is a frequent guest speaker on business and entrepreneurship, most recently appearing on Bloomberg TV and Fox Business. She is a member of Young Presidents’ Organization and Women Presidents’ Organization, is a guest lecturer at Columbia Business School and is the recipient of the 2013 Columbia Women in Business Distinguished Alumna Award.
When not working or exercising at Physique 57, Jennifer pours her passion into her proudest accomplishment—her beautiful family.
Speakers and Presenters Developing and Financing International Business Opportunities
November 14th, 2013 [8:30am-‐6:00pm] at the famed Penn Club of New York [30 West 44th Street]
www.broadstreetcap.com
Robert Berna Co-‐Founder, Apple Seeds
Bobby was born in New York City and raised in Maryland. Bobby returned to New York in 1997, working within the Marketing division of New Line Cinema. He transitioned to a career in advertising after receiving dual MBA degrees from Columbia Business School and the University of California at Berkeley. He joined one of the pioneer online advertising
firms, L90 and its technology division adMonitor, as a business development executive. Bobby then joined the start-‐up team at BoxTop Media, a non-‐traditional advertising company, where he led all aspects of business development and served as partner.
Bruce Marks Partner, Marks & Sokolov As the founder and managing member of Marks & Sokolov, LLC, Bruce Marks has earned an international reputation as an expert on commercial legal matters between the West and the former Soviet Union. He is known for his skilled trial advocacy work in both U.S. and foreign jurisdictions and for his seasoned negotiating skills in transactional matters. Bruce has successfully represented Western, Russian, and Ukrainian clients in commercial,
professional malpractice, lender liability, securities fraud, maritime, and RICO litigation matters— some involving billions of dollars in claims. Bruce also advises clients on cross-‐border corporate work between the West, Russia, and Ukraine. Prior to founding Marks & Sokolov, Bruce served from 1998 to 2001 as a name managing director of the U.S. office and name member of an international law firm with offices in Philadelphia, Moscow, and St. Petersburg, Russia. A former Pennsylvania State Senator, Bruce also served as counsel to U.S. Senator Arlen Specter (R-‐PA) from 1985 to 1989. From 1991 through 1998, Bruce practiced law at Spector Gadon & Rosen, P.C., where he was a partner in the Litigation Department, and at Morgan Lewis & Bockius, where he was an attorney in the Business & Finance and Government Regulations sections. He is admitted to practice in Pennsylvania and New Jersey, U.S. Federal District Courts in New Jersey, New York, Pennsylvania, and Washington, D.C., U.S. Courts of Appeals for the Second, Third, Fifth, Ninth, Tenth, and D.C. Circuits, and the U.S. Supreme Court. In 1984, Bruce earned a J.D. from the Law School of the University of Pennsylvania, where he graduated cum laude, and an L.L.M. from the University of Cambridge, England. In 1980, he received a certificate from the Pushkin Institute in Moscow, USSR, where he participated in an intensive Russian language program. Bruce received two undergraduate degrees, cum laude, from the University of Pennsylvania in 1979; the first a B.S. in Economics (Wharton School) and the second, a B.A. in Russian Language and Literature. He is comfortable in Russian.
Speakers and Presenters Developing and Financing International Business Opportunities
November 14th, 2013 [8:30am-‐6:00pm] at the famed Penn Club of New York [30 West 44th Street]
www.broadstreetcap.com
Anthony J. Carbone Partner, Bingham Consulting
Tony Carbone is office managing partner of the firm’s New York office, former deputy chair of the Corporate Area and co-‐leader of the Tax Group, where he maintains a practice emphasizing tax planning strategies and tax consequences of business and investment transactions. He advises clients on all forms of leveraged buyouts, mergers and
acquisitions, and reorganizations. His experience includes representation of deal sponsors, investment banks, commercial banks and hedge funds, as well as private equity, venture capital, real estate and other funds (foreign and domestic), acquiring and target companies, and management groups.
Tony also handles federal, state and local tax controversies involving both administration proceedings and litigation in federal and state courts. His controversy experience includes worthless security cases, applicability of sales tax and utility taxes in New York state, taxability of a covenant not to compete, and numerous domicile issues. Tony has also been involved in a number of cases challenging the applicability and/or constitutionality of certain New York state and city tax provisions and has successfully had such proceedings transferred from the State Tax Administration Tribunal to the New York state courts.
Tony has also had extensive experience in the partnership and trust tax areas and in the tax aspects of corporate finance transactions representing both financial institutions and their customers and clients. Tony also advises our offshore clients on the tax aspects of their U.S. and offshore business activities. His experience includes foreign investments in the U.S. and offshore, international joint ventures and international finance transactions. Tony is a Certified Public Accountant.
Yuli Wexler President, PACT Consulting
Yuli Wexler is the President of Pact Consulting, which provides consulting services to satellite operators, satellite manufacturers, and governmental agencies. Before founding Pact Consulting, he worked at Intelsat for over 15 years. During his tenure there, he held positions of Vice President of European Sales and Vice President of Business Development. He has been a member of the Society of Satellite Professionals International Association
since 1992, and a member of the Congregation Beth El since 1984.
Mr. Wexler earned a B.A. in Economics from Brandeis and a Masters of Engineering from Moscow Politechnical University. A former HIAS client who emigrated from Moscow, he resides in Bethesda, MD with his wife, Martha. Mr. Wexler has two daughters, Rebecca and Judith.
Speakers and Presenters Developing and Financing International Business Opportunities
November 14th, 2013 [8:30am-‐6:00pm] at the famed Penn Club of New York [30 West 44th Street]
www.broadstreetcap.com
William Pentland Columnist, Forbes Magazine
William Pentland is the Director of Energy Markets and Regulation for the World Alliance for Decentralized Energy. Mr. Pentland is also the Chair of the Northeast Clean Heat and Power Initiative and serves as a member of the Advisory Board for the Maryland Clean Energy Center. Previously, Mr. Pentland was the Senior Director of Market Development at ClearEdge Power, Inc., a micro-‐CHP fuel cell manufacturer based in
Hillsboro, Oregon. Prior to joining ClearEdge, Mr. Pentland focused on the full spectrum of barriers and misconceptions about distributed generation and energy-‐efficiency technologies as the Senior Energy Systems Analyst at the Pace Energy and Climate Center in White Plains, New York. He has written about energy and environmental issues for Forbes, The Nation, Mother Jones and several other publications. Mr. Pentland previously practiced law in New York City at the law firms Paul Weiss Rifkind Garrison & Wharton, LLP and Jenner & Block, LLP. He is a graduate of Stanford Law School and Occidental College
Dennis Shomko
President, Avicon Advisors
Strategic and highly diligent leader in diverse industries, applying more than 10 years of experience to exceptional program and project direction, business expansions, profits and savings. Dennis is fluent in English, Russian, and has working knowledge of Ukrainian language.
Expertise in business development, operations direction, process improvement, policy, system, and process development, program and project guidance, marketing, sales, account management, fiscal oversight, forensic business analysis and client satisfaction.
George Bernier Group Consultant, International Medical Group After over twenty years working in domestic health insurance, I am very excited about my new role with International Medical Group (IMG) as a Group Sales Consultant. Due to rising world health costs, the health insurance industry is undergoing many changes. As such, I am very pleased to be able to apply my experience in the growing market of international health insurance. My goal is to consult with clients to protect and expand their business by offering solutions for international health and travel insurance needs.
On a personal level, I am married and have two children. I reside in downtown Indianapolis in a house built in 1883, and I am a graduate of Villanova University.
Speakers and Presenters Developing and Financing International Business Opportunities
November 14th, 2013 [8:30am-‐6:00pm] at the famed Penn Club of New York [30 West 44th Street]
www.broadstreetcap.com
Mark Schnepel President, Flex Energy
Mark brings 16 years of leadership, manufacturing, and development experience in the power generation and electronics packaging industries. During his time with FlexEnergy, Mark has held various staff level positions responsible for product engineering, production, planning, sourcing, and facilities in Portsmouth, NH and managing Recuperator production in Mocksville, NC. Before joining FlexEnergy, Mark worked for Ingersoll-‐Rand Energy Systems and has 10 years in production and development of gas turbine generators. Prior to Ingersoll Rand, Mark worked as a
production engineer for the Tech-‐Ceram Corporation, a high volume electronics package manufacturer. He is based in Portsmouth NH.
Gerry Ruediger Project Director, UTC Overseas Education: International Freight Forwarding and Maritime Shipping Trade School, Hamburg Present Position: Director of Project Chartering and Vessel Operations, UTC Overseas Former employment: Schenker (Hamburg); Hapag Lloyd (Hamburg); R&L Projects (Houston); UTC Overseas (Houston) Languages: English and German
Kirill Lupandin CEO AmberCore UAB
A seasoned expert in IT and telecom sectors, Kirill in 2004 was part of the team which cofounded, developed nad successfully operated SatGate UAB as a premier teleport facility in Lithuania. His current project has been development of the state-‐of-‐the-‐art TIER III certified data center capable of accomodating 2,400 IT racks. Kirill and his partners have assembled an international team of leading technical specialists, legal and financial advisors and are currently working to enter into a strategic relationship with a global player to construct the facility and to become a global marketing partner. Kirill graduated Kaliningrad University in 1994 with honors and an engineering degree. While at the university, he extensively studied automated systems, telecommunications, and computer science. Kirill is married and has a four year old daughter
Speakers and Presenters Developing and Financing International Business Opportunities
November 14th, 2013 [8:30am-‐6:00pm] at the famed Penn Club of New York [30 West 44th Street]
www.broadstreetcap.com
Chris Fulton VP Sales & Marketing KyotoCooling® By Air Enterprises
Chris Fulton is a recognized expert in Data Center Cooling, Containment Design and KyotoCooling®. Chris was instrumental in the development of the KyotoCooling® marketplace in North America including implementations by Rogers Communications, Bell Canada, HP, United Airlines and more. Chris has 30 years of large scale project and consulting experience.
Bruno Mejean Founder and Managing Director, BJM International, Inc.
Bruno Mejean is the founder and Managing Director of BJM International, Inc. Until very recently, Bruno Mejean was Managing Director for International Project Finance and Business Development at SunEdison, a wholly-owned subsidiary of MEMC Electronic Materials. He was responsible for raising debt and equity for SunEdison projects outside North America. Previously, Mr. Mejean was Managing Director and Deputy
General Manager at Nord/LB NY Branch, responsible for Corporate, Project, Export and Trade Finance Origination activities in the Americas. Nord/LB specialized in the financing of environmental and renewable projects having supported over 5000MW of renewable power projects since 2000 in North America alone. Nord/LB ranked among the top 5 project finance lenders to the sector in the Americas in recent years.
Prior to 1999, Mr. Mejean was Director – Project Finance & Development at Raytheon Engineers & Constructors, responsible for arranging debt and equity financings for Hydrocarbon, Power, and Infrastructure projects. Prior to joining Raytheon, Mr. Mejean spent 20 years with various financial institutions, specializing in international finance. At SG, he was First VP and Manager of the US Export Finance Group. At Chase where he spent 10 years, Mr. Mejean was responsible for project financing in emerging markets with the support of U.S. Eximbank and OPIC. Earlier in his career, Mr. Mejean was based in Tunis, responsible for Chase’s Trade finance activities in North Africa. Mr. Mejean received his MBA in finance from George Washington University and a Bachelor of Science from Georgetown University’s School of Business Administration. He is fluent in French and conversant in Spanish.
Speakers and Presenters Developing and Financing International Business Opportunities
November 14th, 2013 [8:30am-‐6:00pm] at the famed Penn Club of New York [30 West 44th Street]
www.broadstreetcap.com
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