Pimm Fox
Anchor
Bloomberg Television

Pimm Fox, the anchor of Bloomberg Television’s “Taking Stock” (Weeknights 7p.m. – 8 p.m. EDT) has worked his entire career to gain the depth and experience that permits him to relate to a roster of four all-star Wall Street analysts and fund managers, as they use their expert abilities to transform Bloomberg data into investment ideas.

Fox has been an international financial news anchor, magazine founder, correspondent/business editor with top daily newspapers, website editor for a major financial institution and regular panelist on TV news programs. Armed with this, Fox guides his guests to use their expert abilities to transform Bloomberg data into investment ideas and to debate their conclusions.

Fox joined Bloomberg TV in January 2006 from the Dow Jones New Service in London, where he was in charge of financial services coverage for Europe, Middle East and Africa.  He was also a regularly featured guest on CNBC Europe, “Squawk Box,” as well as BBC News, BBC World Service and ITV News. 

Previously, Fox served as West Coast Bureau Chief and columnist for Computer World Magazine and Business Editor of the San Francisco Chronicle.  His articles have also appeared in the Institutional Investor, Newsweek, The New York Times, The Wall Street Journal and Barron's.

Fox founded ACME - The Journal of Experience, and the now defunct Silicon Valley weekly, Click.  He also was responsible for the content of the Smart Investor website at Charles Schwab.

Among the subjects of Fox’s interviews for Bloomberg TV are: David Shaw of DE Shaw; Jim Clark of Netscape and WEBMD; Eli Broad of SunAmerica, Richard Branson of Virgin Group, Warren Buffett of Berkshire Hathaway; Julian Robertson of  Tiger Management; Vinod Khosla of Khosla Venture; and John Doer of Kleiner Perkins.




Deborah Bailey
Director, Governance, Regulatory & Risk Strategies
Deloitte & Touche LLP
+1 212 436 4279
dbailey@deloitte.com

Deborah Bailey is a director within the governance, Regulatory & Risk Strategies services team as of June 2009. She has more than 35 years of experience and extensive knowledge and expertise in the area of supervision and regulation, compliance and risk management. Prior to joining Deloitte, she served as deputy director of the Banking Supervision and Regulation Division at the Board of Governors of the Federal Reserve System and the Director of the New York Field Office for the Office of the Comptroller of the Currency.

Deborah worked directly with the Chairman of the Federal Reserve in developing strategies and liquidity and capital programs to address the financial crisis. She lead the Supervisory Capital Assessment Program (aka the stress test) for the 19th largest bank holding companies.

She oversaw the Federal Reserve’s program for supervising bank and financial holding companies, state member banks, and the U.S. activities of foreign banking supervisory authorities. She also oversaw the Federal Reserve’s function for processing applications for new bank and bank holding company charters, mergers and acquisitions and the change in bank ownership 

Deborah oversaw the Federal Reserve’s problem bank function, including the execution of formal and informal supervisory enforcement actions, investigations  in suspected illegal activities  and suspicious transactions.




Jeffery A. Barclay
Managing Director
ING Clarion Partners

Mr. Barclay is a Managing Director, the head of ING Clarion Partners’ acquisitions group and a member of the firm’s executive committee and private market investment firms committee. He joined ING Clarion in 1993 and has 25 years of real estate experience. He is also an adjunct professor in the MBA program at Columbia University.




Mark Blumkin
Principal
Deloitte Financial Advisory Services LLP
+1 212 436 2359
mblumkin@deloitte.com

Mark is a Principal in Deloitte ‘s Capital Projects Consulting Practice. He has over 25 years of experience in engineering and construction industry serving general contractors, construction management firms, engineering firms, specialty sub-contractors and project owners. His experience includes M&A due diligence, strategy & operations and process improvement services to several major engineering & construction companies as well as construction cost assessments, project management oversight and litigation support in connection with major public and private sector construction projects.

Prior to joining Deloitte, Mark had design, construction oversight  and value engineering experience with a transportation engineering firm and a large metropolitan city  agency. Mark’s experience also includes several years at a large professional services firm providing similar services to its clients.



Andrew Dietderich
Partner
Sullivan & Cromwell LLP

Andrew (Andy) Dietderich is a deal lawyer focused on restructuring and bankruptcy transactions. He is broadly trained in mergers and acquisitions, acquisition finance, secured lending, high yield securities, structured finance, project finance, debt and equity derivatives, commercial contracts, joint ventures and cross-border transactions. Mr. Dietderich is a member of multiple practice groups within the Firm, and coordinates its multi-disciplinary restructuring and bankruptcy transactions practice.


Todd S. Friedman
Partner
Deloitte & Touche LLP
+1 973 602 6075
tofriedman@deloitte.com

Todd has over 17 years of experience serving clients in the mortgage lending and real estate fields, and has served as Deloitte’s lead engagement partner on several large financial services clients. Todd’s primary focus is on serving mortgage finance companies, and he has specific experience serving mortgage REIT clients, banks, and traditional real estate investors and owners. Todd has also assisted his clients on a variety of transactions, including IPO’s, government assisted and private bank mergers and acquisitions, secondary stock and debt offerings and asset securitizations.



Jeff Horwitz
Partner
Proskauer Rose

Jeff Horwitz, Partner in the New York office, co-heads both our Mergers & Acquisitions Group and our Lodging & Gaming Group, and has served on Proskauer’s Executive Committee. Regularly selected as one of The Best Lawyers in America and as a New York Super Lawyer, he is also listed in Lawdragon’s “3000 Leading Lawyers in America” and “500 New Stars,” US Legal 500, and PLC Which Lawyer? Jeff is a general corporate and securities lawyer with broad-based experience in mergers and acquisitions, international transactions, and corporate and real estate finance. 

Jeff has regularly represented major financial institutions, such as Morgan Stanley and AIG Global Real Estate, as well as sovereign wealth funds, in sophisticated financial and other transactions. For example, he represented Merrill Lynch Global Private Equity in its equity participation in the $33 billion acquisition of HCA, the largest LBO in history at that time. He also represents hedge, private equity and venture capital funds and a variety of strategic enterprises. He regularly works with Accor, InterContinental Hotels Group, Morgans Hotel Group and a wide variety of owners, developers and investors in the hotel and casino business. Additionally, he serves as regular outside counsel to a number of public companies in and outside the U.S.  

Jeff’s experience reaches industries as diverse as biotechnology and aerospace, retail and cable television, and education and scrap metal. He regularly handles transactions in many areas of the world, including Europe, the Middle East, Asia, Latin America, Australia, South Africa and India.




Phil Isom
Director, Corporate Finance
Deloitte Financial Advisory Services LLP
+1 312 486 2603
pisom@deloitte.com

Phil Isom is a Director in the Financial Advisory Services practice.  Phil is part of our Corporate Finance practice, focused on leading efforts in the Debt Advisory space.  

Phil has over 17 years of banking, finance, accounting, valuation, law, bankruptcy, turnaround and operational experience.  He most recently was one of the co-founders of Monroe Capital, where he helped build the company from $0 in assets to over $1B.  At Monroe Capital, he had responsibility for management of all securitization and financing aspects of the business while overseeing the management of a portfolio with focus on troubled transactions.  Prior to this, Phil was at Hillco Capital as the Executive Vice President and Chief Investment Officer where he started and managed a second lien fund focused on turnaround opportunities.  Prior to this, he had various roles at Finova Capital, Bankers Trust and LaSalle National Bank.

Phil has his MBA from Loyola University and BA from University of Dayton.  




Richard D. Jones
Partner, Finance and Real Estate
Dechert LLP

Richard D. Jones (“Rick”) is co-chair of Dechert’s finance and real estate practice group.  Designated as a leading lawyer for real estate by Chambers USA, and recognized as “one of the savviest capital markets/mortgage finance lawyers in America’s real estate sector” by The Legal 500 (U.S.), Mr. Jones focuses his practice in the capital markets and mortgage finance.

Mr. Jones was recently the recipient of the Commercial Mortgage Securities Association’s (CMSA) Founders Award for his leadership in building CMSA’s governmental relations capacity, and received the Distinguished Service Award from the Mortgage Bankers Association of America (MBA) in 2009.

Mr. Jones is a regular author and speaker on a wide range of issues affecting the capital markets and mortgage finance. He is past president of the CMSA; a founder of the Commercial Real Estate Institute (CRI); a member and past governor of the American College of Real Estate Lawyers, where he chairs its Capital Markets Committee; a member of the Executive Committee of the Commercial Mortgage Board of Governors (COMBOG) of the MBA, and chair of its Legislative and Regulatory Committee. Mr. Jones is a member of the Real Estate Roundtable, serving on its Capital and Credit Policy Advisory Committee. He also serves as the chairman of CMSA’s PAC, on the Commercial Real Estate Working Group of the Financial Services Roundtable, and on the MBA blue ribbon Council on Ensuring Mortgage Liquidity.




Anthony Juliano
Managing Director, Dubai Investment Group, Real Estate and Hospitality

Dubai Investment Group is a diversified global financial investor. Mr. Juliano is responsible for the overall management of Dubai Investment Group’s real estate investment platform. The group’s holdings have included U.S. and European assets across all major asset classes, including hotels, student housing and skilled nursing. Dubai Investment Group is part of the Dubai Holding Group of global investment companies which includes Jumeirah Hotels and Resorts.

Prior to joining DIG, Mr. Juliano held senior positions with GE Real Estate starting in 1999. Mr. Juliano’s responsibilities included origination of equity investments as well as structured and securitized debt products. Mr. Juliano started his career as an attorney in New York City with the law firm of Thacher Proffitt & Wood where he specialized in real estate capital markets transactions.




Stewart A. Kagan
Partner
Cadwalader

Stewart Kagan represents private equity firms, hedge funds, public companies, bondholders, and financial institutions with respect to debt financings and private equity investments. He has substantial experience with leveraged buyouts, bank loans, high-yield debt, mezzanine finance and equity financings. 

Most recently, Mr. Kagan has represented private equity and hedge fund clients with regard to investments in billions of dollars of distressed debt.   He is also actively involved in various debt workouts, including bond exchange offers.  

Recent transactions include a $22.5 billion bridge loan for Pfizer's acquisition of Wyeth, Pfizer's $5 billion revolving credit facility; Lyondell Chemical Company ‘s $8 billion DIP financing; the financing for CVC Capital's pending acquisition of the Barclays i-Shares business; representing the Senior Convertible noteholders of Fleetwood Enterprises in its registered notes exchange offer; $200 million of asset-backed loans to finance the acquisition of Steve & Barry's out of chapter 11 bankruptcy; Dayton Power and Light's $100 million Letter of Credit facility and $100 million revolving credit facility; over $2 billion of bank, bridge and high yield financing for Ceva's acquisition of EGL, Inc.; over $7 billion in financing for Apollo's acquisition of Realogy; over $2.5 billion in bank loans for LDH Energy Services; $725 million in asset-backed and high-yield financing for Apollo's acquisition of Metals USA, Inc.; $1.4 billion of bank and bridge loans for Apollo's acquisition of Affinion, Inc. and more than $900 million in bank and bridge loans for the consolidation of Hexion Specialty Chemicals, Inc.  He has negotiated more than $90 billion in commitments for acquisition and other debt financings.  His experience includes transactions in North America, Europe, and Asia. 

Mr. Kagan received his J.D. from Yale University and a B.A., magna cum laude, from Harvard University, where he was elected to Phi Beta Kappa. 

He is admitted to practice in the States of New York and Connecticut.




Howard A. Kaplan
Managing Partner, Financial Instrument Valuation & Securitization
Deloitte & Touche LLP
+1 212 436 2163
hkaplan@deloitte.com 

Howard A. Kaplan is the managing partner of the Financial Instrument Valuation & Securitization (FIV&S) market offering at Deloitte & Touche LLP. He has more than 23 years of deep industry experience, having spent the last 20 years building and managing the U.S. Firms' Securitization practice, following three years in the mortgage department of a major Wall Street investment bank. 

As the managing partner of the FIV&S market offering, he is responsible for strategic planning and client service relating to Deloitte’s product and service offerings in financial instrument valuation and securitization, including valuation, advisory, technology, transactions, and compliance. FIV&S employs more than 200 professionals nationally, and works closely with partners and professionals in more than 40 countries to deliver outstanding client service to both attest and advisory clients.




Ann Kenyon
Partner, Securitization Advisory Group
Deloitte & Touche, LLP
+1 212 436 2303
akenyone@deloitte.com

Ms. Kenyon is a Partner in Deloitte & Touche, LLP, and leads our Securitization Advisory Group; additionally, she is a subject matter resource for Deloitte on application of SFAS No. 140, and coleads that effort for the Northeast region of the Firm.  She has over twenty five years’ experience in accounting and finance, as well as operations relating to those areas.  Since joining D&T in May, 1997, Ms. Kenyon has been involved in the accounting and operational issues concerning the securitization of assets in the following categories: trade receivables, credit cards, timeshare loans, student loans and “exotic” asset types, including lotteries, structured settlements, and viatical loans.  She also works extensively with first time issuers or infrequent securitizers, especially addressing their accounting and operational concerns. Additionally, Ms. Kenyon works with issuers, comprised of both attest and non-attest clients, who have encountered difficulties in accounting for and reporting on their securitizations.

Prior to joining D&T, Ms. Kenyon was the Chief Financial Officer of a securitizer of lottery receivables and structured settlements.

Constantine Korologos
Managing Director
Deloitte Financial Advisory Services LLP
+ 1 212 436 4820 
ckorologos@deloitte.com

Constantine (Tino) Korologos, is a Director with the Real Estate Consulting practice of Deloitte Financial Advisory Services LLP (Deloitte FAS), and is also a managing director, with Series 7 and 63 registrations, for Deloitte Corporate Finance LLC, the FINRA member subsidiary of Deloitte FAS.  He has over 23 years of real estate experience and is a specialist in our real estate and related capital markets; industry segments.  He currently is focused on real estate capital markets activities including buy and sell side diligence for distressed real estate backed notes and asset transactions, debt workout and restructure, valuation, and real estate litigation support.

Prior to his current position, Tino was Managing Director and Global Head of Real Estate Rating Agency Execution with Wachovia Securities, and a Managing Director/Principal with Bear Stearns & Co. where he managed the ratings process for CMBS and was involved in loan origination, credit, underwriting and bond distribution.  Other related experience included roles with GE Real Estate as Director of their Capital Markets Group, Moody’s Investor Service as Vice President and Senior Analyst in their Commercial Mortgage Backed Securities group, and with Equitable Real Estate Investment Management as chief appraiser and asset manager for the New York Region.

In addition to his extensive professional experience, Tino is an Adjunct Professor of Real Estate with NYU’s Master Degree Program in Real Estate.  He had been a teacher for over nine years, and has taught course in Advanced Real Estate Finance, Real Estate Capital Markets and the Real Estate Finance and Investment Capstone Course.  He served as an expert witness in real estate valuation cases, has spoken on numerous industry panels and continues to guest lecture with several professional organizations.













Johnathon Kushner
Principal
Deloitte Tax LLP
+1 212 436 4341
jkushner@deloitte.com

Jonathan Kushner is a Tax Principal in the Merger & Acquisition Transaction Services group, based in New York. His practice relates to the federal income taxation of mergers and acquisitions, spin-offs and other divestiture strategies. In addition, Jonathan leads the restructuring tax practice in the MATS group and assists financially troubled corporations with debt restructurings and bankruptcy reorganizations.  Jonathan has extensive experience in working with private equity investors and their portfolio companies.  Jonathan has worked on some of the largest bankruptcy restructurings in the U.S. 
 
Prior to joining Deloitte, Jonathan was a tax associate with Weil Gotshal & Manges from 1989 through 1993. Prior to that, Jonathan was an Assistant Branch Chief in the IRS Office of Chief Counsel, Corporation Tax Division.

We have many well-known clients whose policy does not allow them to be listed by professional services organizations. Client confidentiality and the IRS code prohibit us from listing tax clients. However, in order to be responsive, we would be pleased to meet with you to discuss our tax qualifications and experiences. 




Jason A. Langan
Partner. M&A Transaction Services
Deloitte & Touche LLP
+1 212 436 2646
jlangan@deloitte.com

Jason joined Deloitte & Touche’s Mergers & Acquisitions practice group in 2002 and focuses exclusively in the financial services industry.   He currently provides a broad range of M&A strategy, target screening and selection, due diligence, transaction planning and execution, and accounting structuring services to the banking, securities, and asset management industries. He also has comprehensive experience in cross border transactions including countries in Asia, Europe, Africa and Latin and South America. Prior to joining the firm, Jason worked at Arthur Andersen where he focused his efforts in the M&A, attest, and consulting business practices.  Apart from his experience in mergers and acquisitions, Jason has also assisted clients in other areas of the value chain including business plan development, vendor screening, operational and regulatory consulting, restructuring, and merger integration.
 
Jason’s current and historic representative client experiences include Goldman Sachs, Citigroup, Morgan Stanley, Deutsche Bank, Welsh Carson Anderson & Stowe, The Blackstone Group, E*Trade Group, Prudential Securities,  J.C Flowers & Co., Bear Stearns, Merrill Lynch, Charles Schwab Corp., SunTrust Bank, Banco Santander, Putnam Investments, Instinet, Ripplewood Holdings, and ADP.   

Jason is a Certified Public Accountant and a Charted Financial Analyst.  He earned his BBA in Accounting and Japanese from the University of Notre Dame and his MBA in Finance from Columbia Business School.



Guy Langford
Principal, M&A Transaction Services
Deloitte & Touche LLP
+1 212 436 3020 
glangford@deloitte.com

Guy is an accounting principal in the Deloitte M&A Transaction Services practice with over 20 years of public accounting experience.  Based in New York, Guy is Deloitte’s National M&A Real Estate Leader and has worked on some of the largest and most complex real estate and hospitality transactions in recent years including both domestic and cross border transactions in the public and non-public arenas.  

Guy has extensive experience in advising both financial sponsors and corporate buyers on due diligence, accounting structuring matters, financial and operating aspects of transactions. He has also worked closely with many real estate and hospitality participants on post-transaction activities, including integration efforts to ensure that the maximum transaction value is secured.

Guy has worked closely with a number of prominent real estate and hospitality investors including Apollo Real Estate Advisors, Blackstone Real Estate Partners, Cendant Corporation, Lazard Real Estate Investors, Marriott International, Starwood Capital and Rockwood Capital Corporation.




Michael Levy
Managing Director, Merchants Banking Division
Morgan Stanley 

Michael Levy is a Managing Director in Merchant Banking and Global Chief Financial Officer of Morgan Stanley Real Estate Investing. 

Michael joined the New York office of Morgan Stanley Real Estate in 1998.  He has spent the past decade in the group advising clients in accessing the equity and debt markets, pursuing strategic transactions and undertaking restructuring activities.  During this period, he served as Global Operations Officer in the real estate principal investing and investment banking businesses as well as oversaw the group’s U.S. west coast activities while headquartered in San Francisco.  In 2007, Michael was named Co-head of Morgan Stanley’s Real Estate Investment Banking practice in the Americas and in 2009 was named Global Chief Financial Officer of the Firm’s real estate investing business. 

Michael is an active member of various real estate organizations including Urban land Institute, The Real Estate Roundtable Capital Markets Committee and IREFAC. He received a BS from New York University’s Stern School of Business and a JD from Brooklyn Law School.




Robert L. Levy
Chief Financial Officer
Centerline Capital Group

Robert L. Levy is the Chief Financial Officer of Centerline Capital Group ("Centerline"). Mr. Levy is responsible for overseeing the Corporate Finance, Investor Relations, Capital Markets, Accounting, Budgeting, Tax and Treasury departments at Centerline. He joined Centerline in 2001 as the Director of Capital Markets. From 1998 to 2001, Mr. Levy was a Vice President in the Real Estate Equity Research and Investment Banking departments at Robertson Stephens, an investment banking firm. Prior to 1998, Mr. Levy was employed by Prudential Securities in the real estate equity research group and at the Prudential Realty Group, the real estate investment arm of the Prudential Insurance Company. He earned the Master of Business Administration from the Leonard N. Stern School of Business at New York University and the Bachelor of Arts from Northwestern University.












Robert Olsen
Partner, Corporate Finance Advisory, Capital Advisory
Deloitte & Touche
+1 416 601 5900
robolsen@deloitte.ca

Robert is the National and North American Leader of Capital Advisory within the Financial Advisory practice, mandated with sourcing debt and/or equity capital for issuers as well as working with issuers to keep their existing capital providers engaged and on market terms and conditions. He has reviewed and proposed on several restructuring opportunities as well as LBO’s, MBO’s, acquisition financings and growth situations. Robert has also developed strong relationships with Canadian and international banks, private equity sponsors, hedge funds, mezzanine funds and sovereign wealth funds.

Robert has 21 years of investing and project financing experience and another four years of advisory experience. He has been involved in a myriad of opportunities for corporates as well as real estate companies including, MBO’s, LBO’s, growth acquisitions, PIPE’s, recaps, shareholder disputes, distressed financings, DIP’s, etc.

Robert’s background includes three years of leading Goldman Sachs’ on balance sheet investing business for Canada where he invested senior debt, mezzanine and 2nd lien debt, as well as minority equity and control equity into North American public and private businesses.




Matthew W. Quigley
Senior Managing Director
Credit Business

Matthew W. Quigley is a Senior Managing Director of The Blackstone Group and the Chief Operating Officer of GSO Capital Partners. Mr. Quigley oversees the accounting, administrative, financial, legal, operations, middle office, risk, technology and treasury related functions.  He sits on all of GSO’s Investment Committees and is Chair of both the Risk Committee (counterparty, credit, market and systemic) and the Risk and Valuation Committee (pricing and valuation).

Before joining GSO Capital Partners in 2005, Mr. Quigley was a Managing Director of CSFB and the Chief Operating Officer and Chief Financial Officer of CSFB's Alternative Capital Division. His responsibilities included overseeing all administrative and financial functions, as well implementing the growth strategy for the Division.  He was also a member of CSFB's Management Council.  Mr. Quigley joined DLJ's Fixed Income Division in 1994 and became the Chief Operating Officer of the Leveraged Finance Group in 1998.  He assumed a similar role at CSFB in 2000 when it acquired DLJ.

Mr. Quigley received a BA with honors from Brown University and an MBA from the Stern School of Business of New York University.

James Alan Reichbach
Vice Chairman
Deloitte LLP
+1 212 436 5730
jreichbach@deloitte.com 

Jim Reichbach has over 22 years of banking and financial services industry experience. He is the US Financial Services Industry Leader which includes banking, insurance, investment management and real estate industries. Mr. Reichbach is also the National Industry Leader for the banking and securities practice for the US. 

In this capacity he oversees all of Deloitte’s services provided to the banking, finance and capital markets industry which includes assurance, tax, consulting and financial advisory services. His primary responsibilities include strategic plan development, resource deployment and training, client strategies and quality assurance for the firm’s national banking and finance practice. In addition to his US leadership roles, Mr. Reichbach also serves as Advisory partner on US Bank, Deutsche Bank, UBS, HSBC, Credit Suisse and Bank of New York Mellon and actively involved with all of Deloitte’s priority clients

Earlier Jim lead Deloitte Consulting’s global banking and securities practice  and prior to that led Deloitte & Touche’s financial institutions practice in Central and Eastern Europe.















Chris Reilly
Managing Director, U.S. Real Estate Finance Group
UBS Securities LLC

Christopher Reilly is a Managing Director and Head of the Large Loan Group in the U.S. Real Estate Finance Group at UBS Securities LLC, where he is responsible for investment banking client coverage, structuring, pricing and distribution of large fixed and floating rate mortgage loans.  Prior to joining UBS Securities, LLC in 2006, Mr. Reilly was an Executive Director in the Large Loan Group at Morgan Stanley, where he was involved in all aspects of the origination and distribution process.  Previous to Morgan Stanley, Mr. Reilly was a Director at Fitch Ratings, where he was responsible for rating new issue CMBS.  

Mr. Reilly received a Bachelor of Science from the Stern School of Business with concentrations in Finance and International Business. 


Stuart A. Rothstein
Chief Financial Officer
Apollo Global Real Estate

Mr. Rothstein brings to AGRE over fifteen years of experience in all facets of real estate finance and investment.  Prior to joining AGRE in 2009, Mr. Rothstein was Co-Managing Partner of Four Corners Properties, a real estate investment company formed with a former colleague, which acquired over $200 million of real estate comprising approximately 1.2 million square feet in Silicon Valley, and which successfully sold approximately 1.1 million square feet of the acquired real estate.  Prior to Four Corners Properties, from January 2005 to March 2006, Mr. Rothstein served as a Director of KKR Financial Advisors LLC, overseeing all investments in commercial real estate.  During his tenure, KKR Financial completed investments across a broad range of commercial real estate loans and securities, including mezzanine debt, B-notes, CMBS, syndicated bank debt, preferred and common equity.  Mr. Rothstein also has extensive experience serving as Chief Financial Officer of several publicly-traded real estate companies.  From 2002 to 2004, Mr. Rothstein was an Executive Vice President and Chief Financial Officer of the Related Capital Company, also serving as Chief Financial Officer for three publicly traded operating companies, CharterMac (now known as Centerline Capital), American Mortgage Acceptance Company and Aegis Realty.  From 1994 to 2001, Mr. Rothstein worked in various finance positions for Spieker Properties, including as its Chief Financial Officer from 1999 to 2001, until the sale of Spieker Properties to Equity Office Properties Trust in July 2001.  Mr. Rothstein is the Chief Financial Officer, Secretary and Treasurer, and a member of the investment committee, of the manager of ARI.  Mr. Rothstein graduated from Stanford University with an M.B.A. and Pennsylvania State University with a B.S. in Accounting.




Sheila T. Smith
Principal, Restructuring
Deloitte Financial Advisory Services LLP
+1 617 437 3854
sheismith@deloitte.com

Sheila T. Smith is a Principal in Deloitte Financial Advisory Service LLP.  She leads the National Reorganization Services Practice providing workout, turnaround and bankruptcy services. In addition, Ms. Smith leads the New England Financial Advisory Services Function overseeing Corporate Finance, Forensic & Dispute, Valuation, Economic Consulting and Business Intelligence Services. 

Ms. Smith has over sixteen years of professional experience in providing restructuring and financial consulting services, litigation support and corporate finance experience. Her particular focus derived from having worked in the consumer products industry is delivering cost containment and performance improvement services to return companies to profitability. Ms. Smith was the 2005 recipient of the Turnaround Management Association’s International Outstanding Individual Contribution Award for her eminence in the profession.




Joseph Smolinsky
Business Finance & Restructuring Partner 
Weil, Gotshal & Manges LLP

Joseph Smolinsky is a partner in Weil Gotshal's Business Finance and Restructuring Department. His practice focuses on providing restructuring advice and strategy to borrowers, lenders, investors and creditors. He regularly represents corporations seeking to reorganize under chapter 11, including General Motors in its historical chapter 11, Harvard Industries, Inc., Jazztel plc, Magnesium Corporation of America, Grupo Acerero del Norte, S.A. de C.V., Canfibre of Riverside, Inc., Custom Shops Corporation, Capital Gaming, Inc., General Rental, Inc., Orange County, California, Qualis Care LP, Days Inns of America, Inc. and Orion Pictures Corporation. Mr. Smolinsky also maintains a robust lender practice representing agents and lenders including Citigroup, Credit Suisse and a variety of other financial institutions in the recent cases of CIT Group, Inc., FGIC, Tousa, Inc., Calpine Corporation, New Century Mortgage Corp., MoneyGram, Tyco, Ciena Capital, Mirant Corporation, Environmental Systems Products and Androscoggin Energy.

Mr. Smolinsky was recognized In Chambers USA - America's Leading Lawyers for Business 2009. He is a widely published author and frequent speaker and is admitted to the bar in Connecticut, New York and before the United States District Courts in the Eastern and Southern Districts of New York. He is a member of the Bankruptcy Committee of the New York City Bar Association, the American Bankruptcy Institute and the Turnaround Management Association. Before joining the firm, Mr. Smolinsky was a partner at Chadbourne & Parke, LLP.




Rich Spillenkothen
Director, Business Risk Strategy & Regulatory Consulting
Deloitte & Touche LLP
+1 202 220 2747
rspillenkothen@deloitte.com

Richard (Rich) Spillenkothen joined Deloitte & Touche LLP’s Regulatory & Capital Markets Consulting Practice in Washington, D.C. in January 2007, after a career of over 30 years at the Board of Governors of the Federal Reserve System. He is also a senior advisor for the Deloitte Center for Banking Solutions. Rich works with clients on a broad range of issues relating to enterprise-wide risk management, governance and compliance; financial risk and capital adequacy; responding to regulatory actions; and adapting to changes in the regulatory environment.

Before joining Deloitte, Rich served as Director of the Federal Reserve Board’s Division of Banking Supervision and Regulation from 1991 to 2006. In this capacity, Rich was the senior Federal Reserve Board staff official with responsibility for banking supervision and regulation policy. Rich worked with the Federal Reserve Banks who have day-to-day responsibility for supervising bank and financial holding companies, state member banks, and the U.S. activities of foreign banks. He also coordinated financial institution supervisory policy with other federal, state and foreign banking authorities, and with the international supervisory coordinating bodies. His regulatory responsibilities also included overseeing the process for assessing the financial and management impact of major bank and holding company acquisitions and expansions.

As a senior supervisor, Rich had management oversight responsibility for the development and implementation of policies relating to prudential supervision, capital adequacy, regulatory accounting and disclosure, risk management (compliance, credit, market/liquidity and operational risk), supervisory enforcement, and the use of information technology within the supervision function. He also chaired the supervision function’s strategic plan steering committee, comprising the senior supervisory officials from the Board and the twelve Federal Reserve Banks.

Rich served on the Basel Committee on Banking Supervision from 1992 to 2006. From 2003 to 2006 he was the chairman of the board of the Association of Supervisors of Banks of the Americas, the 34-country regional organization of banking supervisors in the Western Hemisphere. He also represented the Federal Reserve on domestic interagency policy and coordination committees, including the Federal Financial Institutions Examination Council’s Supervision Task Force.

Brian Trust
Partner
Mayer Brown LLP

Brian Trust is a partner in the firm’s worldwide Restructuring, Bankruptcy & Insolvency practice. Brian focuses on representing large institutional creditors, including agent banks and lending syndicates. Brian has extensive experience in complex Chapter 11 reorganizations, out-of-court restructurings and recapitalizations, mergers and acquisitions of financially distressed companies, acquisition and divestiture of claims against and equity interests in distressed companies, and debtor-in-possession and exit financings. According to Chambers USA 2009 “Brian is deemed ‘a fine problem-solver with really good business instincts.’” Clients say Brian  is “an excellent technician with a comprehensive understanding of business issues” (Chambers USA 2008), and in Chambers USA 2007 clients described him as “an ‘extraordinarily good’ lawyer, who ‘completely understands lenders’ needs’ and ‘provides very cogent advice.’” Brian is listed by Legal 500 USA 2009 as a “ leading member of the team and [is] lauded by clients for [his] ‘knowledge of New York bankruptcy laws.’’’ The International Financial Law Review (IFLR) honored Mayer Brown’s Restructuring, Bankruptcy & Insolvency practice, led by Brian, for its work on the “Restructuring of the Year,” in 2007 in In re. Owens Corning et. al. 

Brian is currently playing a leading role in representing financial institutions in connection with (a) the worldwide financial crisis, including with respect to Lehman Brothers Holdings, Inc., and its affiliated debtors, Controladora Comercial Mexicana, S.A. de C.V., AIG Financial Products Corp. and others, (b) the mortgage industry, including with respect to C-BASS, Luminent and others, the monoline industry, including with respect to MBIA Corp., and (c) major commercial real estate, including with respect to the Levitt and Sons, LLC, Chapter 11  case , Harbor Estates LLC, and representation of the successor special servicer in the restructuring of Harry Macklowe’s mid-town trophy office buildings in respect of $1.6 billion of senior, secured, securitized debt.  He has also played a major role representing senior lending syndicates in, among other matters, LyondellBasell Industries AF S.C.A., Ecko.Complex, LLC, Marchon Eyewear, Inc., National Leisure Group, Inc., Tower Automotive, Inc., Impath, Inc., SLI, Inc., Outsourcing Solutions, Inc., IMG Worldwide, Inc., OM Group, Inc., Weigh-Tronix, Inc., Extendicare, Inc., Applied Graphics Technology, Inc., American Skiing Company, SC International Services, Inc., Interim HealthCare, Inc., PSC Scanning Inc., and London Fog. 

Brian has been recognized for cutting edge work on behalf of DIP lenders in In re Tribune Company (structure described in the press as “unusual,” “new” and “innovative”), In re Lyondell Chemical Company (largest DIP facility ever filed, including first-ever “partial roll-up”) and In re AbitibiBowater Inc. (complex issues raised by securitization facility juxtaposed against Chapter 11 proceedings in the United States and CCAA proceedings in Canada).

Brian has represented significant lenders and/or investors in, among other bankruptcy cases, Sentinel Management Group, Inc., Custom Foods, Inc., a major law firm’s acquisition of Coudert Brothers’ New York operations, Sea Containers Ltd., Calpine Corporation, WorldCom, Parmalat, Owens Corning, Kmart, Allied Deals, Inc., American Business Financial Services, Inc., and Drug Emporium. He has served as counsel to lending syndicates in certain successful divestiture transactions (e.g., GenRad, Inc., Chart House, Inc., Hollywood Theaters Inc., Cable Plus Company, L.P., and Mutual Benefit Life Assurance). Brian also has extensive experience in bankruptcy matters pertaining to the real estate industry (hotels, office buildings, shopping mall complexes, condominium developments and site developments) as well as extensive experience in connection with airline reorganizations (in the early 1990s as well as the present). 

Brian is a frequent lecturer and author on bankruptcy and reorganization topics. Brian is a member of the American Bar Association (member, Section of Business Law), The Association of the Bar of the City of New York, The Association of Commercial Finance Attorneys, Inc. and the American Bankruptcy Institute. He is a member of the Bar of the State of  New York and is admitted to practice before several Federal Courts.




Lawrence Varellas
National Tax Managing Partner - Real Estate Industry
Deloitte Tax LLP
+1 415 783 6637
lvarellas@deloitte.com

Larry has 29 years of experience serving real estate, construction, infrastructure and private equity fund clients. His practice focus has included real estate private equity funds, inbound international investors/owners, hotel/resort owners, U.S and foreign construction companies, and real estate investment trusts (REITs). Larry also has substantial experience in advising clients with regard to debt restructuring transactions. 

In addition to client service, Larry has held a variety of leadership positions throughout his career. In addition to his national tax managing partner role for real estate, has a variety of other regional and national roles. 

 David Y. Ying
Senior Managing Director
Evercore Partners

David Ying is a Senior Managing Director at Evercore and Co-Head of the Restructuring Group. Mr. Ying joined in September 2005 and brings over 30 years of experience in restructuring advisory, high yield finance and private equity investing. Since 1985, Mr. Ying has been a leader in the restructuring market having been the head of restructuring advisory groups at large investment banks, Drexel Burnham Lambert and Donaldson Lufkin & Jenrette, and at smaller advisory firms, Smith Barney and most recently Miller BuckfireYing & Co.

He has been involved in many innovations in the field including the use of non registered exchange offers, exit consents, pre packaged bankruptcies and 2nd lien rescue financings. From 1997 to 2003 he was also a partner at a private equity investment firm, JLL Partners, investing a $1 billion fund in financially troubled companies.

Recent clients include CIT Group, LyondellBaselland MGM Mirage.

Mr. Ying received a BS in Management from the Massachusetts Institute of Technology in 1976 and an MBA from the Wharton School at the University of Pennsylvania in 1978.

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