2018 Conference Faculty
(listed alphabetically by last name)
Edward I. Altman
2018 Recipient of the Harvey R. Miller Outstanding Achievement Award for Service to the Restructuring Industry
Professor of Finance, Emeritus, New York University's Stern School of Business
2018 Recipient of the Harvey R. Miller Outstanding Achievement Award for Service to the Restructuring Industry
Professor of Finance, Emeritus, New York University's Stern School of Business
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Edward I. Altman is the Max L. Heine Professor of Finance, Emeritus at the Stern School of Business, New York University. He is the Director of Research in Credit and Debt Markets at the NYU Salomon Center for the Study of Financial Institutions. Prior to serving in his present position, Professor Altman chaired the Stern School's MBA Program for 12 years. Dr. Altman was named to the Max L. Heine endowed professorship at Stern in 1988 and his Emeritus status in September 2015.
Dr. Altman was born and raised in New York City and attended N.Y.C. public schools and the City College of New York, graduating with a BA degree in Economics in 1963. He then went on to pursue a MBA and Ph.D. in Finance from UCLA’s School of Business, receiving the Doctorate in 1967, the same year he married his wife, Elaine Karalus. In 1973, their son, Gregory, was born in Paris, France, where Professor Altman was serving as a Visiting Professor of Finance at Hautes Etudes Commerciales from 1971-early 1973. Dr. Altman returned to France in 1976 and taught a Ph.D. seminar at the University of Paris-Dauphine (Paris IX). Subsequent to his French University experiences, he has been a Visiting Professor in Rio de Janeiro (PUC), Madrid (CEMFI), Naples (Partenope), Sydney (UNSW, Macquarie), Perth (UWA), and Milan (Bocconi).
Dr. Altman has an international reputation as an expert on corporate bankruptcy, high yield bonds, distressed debt and credit risk analysis. He was named Laureate 1984 by the Hautes Etudes Commerciales Foundation in Paris for his accumulated works on corporate distress prediction models and procedures for firm financial rehabilitation and awarded the Graham & Dodd Scroll for 1985 by the Financial Analysts Federation for his work on Default Rates on High Yield Corporate Debt and was named "Profesor Honorario" by the University of Buenos Aires in 1996 and “Honorary Doctorate” from Lund University (Sweden) in 2011 and the Warsaw School of Economics in 2015. He was an advisor to the Centrale dei Bilanci in Italy and to several foreign central banks. Professor Altman is also the Chairman of the Academic Advisory Council of the Turnaround Management Association. He was inducted into the Fixed Income Analysts Society Hall of Fame in 2001, President of the Financial Management Association (2003) and a FMA Fellow in 2004 and was amongst the inaugural inductees into the Turnaround Management Association’s Hall of Fame in 2008. In 2005, Prof. Altman was named one of the “100 Most Influential People in Finance” by the Treasury & Risk Management magazine.
Professor Altman was one of the founders (1977) and an Executive Editor of the international publication, the Journal of Banking and Finance and Advisory Editor of the publisher series, the John Wiley Frontiers in Finance Series. He was the Co-founder of the International network of Graduate Business Students Exchange Program, now known as PIM, started in 1973.
He is a member of the Academic Advisory Board and an Associate Editor of many academic journals including the Journal of Management and Financial Services (Warsaw), Journal of Credit Risk (London), International Journal of Banking, Accounting & Finance (UK), Revista Mexicana de Economia y Finanzas (Mexico), and Risk & Decision Analysis (Netherlands), as well as the co-founder and coordinator of the International Risk Management Conference (annually since 2008).
He has published or edited two-dozen books and over 150 articles in scholarly finance, accounting and economic journals. He was the editor of the Handbook of Corporate Finance and the Handbook of Financial Markets and Institutions and the author of a number of recent books, including his most recent works on Bankruptcy, Credit Risk and High Yield Junk Bonds (2002), Recovery Risk (2005), Corporate Financial Distress & Bankruptcy (3rd ed., 2006) and Managing Credit Risk (2nd ed. 2008). His work has appeared in many languages including Chinese, French, German, Italian, Japanese, Korean, Polish, Portuguese and Spanish.
Dr. Altman's primary areas of research include bankruptcy analysis and prediction, credit and lending policies, risk management and regulation in banking, corporate finance and capital markets. He has been a consultant to several government agencies, major financial and accounting institutions and industrial companies and has lectured to
executives in North America, South America, Europe, Australia-New Zealand, Asia and Africa. He has testified before the U.S. Congress, the New York State Senate and several other government and regulatory organizations and is a Director and a member of the Advisory Board of a number of corporate, publishing, academic and financial institutions, including Paulson & Co., Franklin Mutual Advisors, Equinox Capital, Van Eck (Market Vectors), S&P Capital IQ, and a senior advisor to Classis Capital in Milan, Italy.
Dr. Altman is Chairman Emeritus of the InterSchool Orchestras of New York, a founding member of the Board of Trustees of the Museum of American Finance, and a patron of the Pershing Square Signature Theatre Group.
Dr. Altman was born and raised in New York City and attended N.Y.C. public schools and the City College of New York, graduating with a BA degree in Economics in 1963. He then went on to pursue a MBA and Ph.D. in Finance from UCLA’s School of Business, receiving the Doctorate in 1967, the same year he married his wife, Elaine Karalus. In 1973, their son, Gregory, was born in Paris, France, where Professor Altman was serving as a Visiting Professor of Finance at Hautes Etudes Commerciales from 1971-early 1973. Dr. Altman returned to France in 1976 and taught a Ph.D. seminar at the University of Paris-Dauphine (Paris IX). Subsequent to his French University experiences, he has been a Visiting Professor in Rio de Janeiro (PUC), Madrid (CEMFI), Naples (Partenope), Sydney (UNSW, Macquarie), Perth (UWA), and Milan (Bocconi).
Dr. Altman has an international reputation as an expert on corporate bankruptcy, high yield bonds, distressed debt and credit risk analysis. He was named Laureate 1984 by the Hautes Etudes Commerciales Foundation in Paris for his accumulated works on corporate distress prediction models and procedures for firm financial rehabilitation and awarded the Graham & Dodd Scroll for 1985 by the Financial Analysts Federation for his work on Default Rates on High Yield Corporate Debt and was named "Profesor Honorario" by the University of Buenos Aires in 1996 and “Honorary Doctorate” from Lund University (Sweden) in 2011 and the Warsaw School of Economics in 2015. He was an advisor to the Centrale dei Bilanci in Italy and to several foreign central banks. Professor Altman is also the Chairman of the Academic Advisory Council of the Turnaround Management Association. He was inducted into the Fixed Income Analysts Society Hall of Fame in 2001, President of the Financial Management Association (2003) and a FMA Fellow in 2004 and was amongst the inaugural inductees into the Turnaround Management Association’s Hall of Fame in 2008. In 2005, Prof. Altman was named one of the “100 Most Influential People in Finance” by the Treasury & Risk Management magazine.
Professor Altman was one of the founders (1977) and an Executive Editor of the international publication, the Journal of Banking and Finance and Advisory Editor of the publisher series, the John Wiley Frontiers in Finance Series. He was the Co-founder of the International network of Graduate Business Students Exchange Program, now known as PIM, started in 1973.
He is a member of the Academic Advisory Board and an Associate Editor of many academic journals including the Journal of Management and Financial Services (Warsaw), Journal of Credit Risk (London), International Journal of Banking, Accounting & Finance (UK), Revista Mexicana de Economia y Finanzas (Mexico), and Risk & Decision Analysis (Netherlands), as well as the co-founder and coordinator of the International Risk Management Conference (annually since 2008).
He has published or edited two-dozen books and over 150 articles in scholarly finance, accounting and economic journals. He was the editor of the Handbook of Corporate Finance and the Handbook of Financial Markets and Institutions and the author of a number of recent books, including his most recent works on Bankruptcy, Credit Risk and High Yield Junk Bonds (2002), Recovery Risk (2005), Corporate Financial Distress & Bankruptcy (3rd ed., 2006) and Managing Credit Risk (2nd ed. 2008). His work has appeared in many languages including Chinese, French, German, Italian, Japanese, Korean, Polish, Portuguese and Spanish.
Dr. Altman's primary areas of research include bankruptcy analysis and prediction, credit and lending policies, risk management and regulation in banking, corporate finance and capital markets. He has been a consultant to several government agencies, major financial and accounting institutions and industrial companies and has lectured to
executives in North America, South America, Europe, Australia-New Zealand, Asia and Africa. He has testified before the U.S. Congress, the New York State Senate and several other government and regulatory organizations and is a Director and a member of the Advisory Board of a number of corporate, publishing, academic and financial institutions, including Paulson & Co., Franklin Mutual Advisors, Equinox Capital, Van Eck (Market Vectors), S&P Capital IQ, and a senior advisor to Classis Capital in Milan, Italy.
Dr. Altman is Chairman Emeritus of the InterSchool Orchestras of New York, a founding member of the Board of Trustees of the Museum of American Finance, and a patron of the Pershing Square Signature Theatre Group.
Lee E. Buchwald
BUCHWALD CAPITAL ADVISORS LLC - President
BUCHWALD CAPITAL ADVISORS LLC - President
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Lee E. Buchwald is founder and president of Buchwald Capital Advisors LLC, a boutique investment banking firm in New York City specializing in financial reorganizations. A 30-year-plus veteran investment banker, he provides financial advisory, trustee, independent director, and expert testimony services. Prior to founding the firm in 2001, Mr. Buchwald had been an executive at Rothschild Inc., Salomon Brothers, and Chanin Capital Partners.
Jack Butler
BIRCH LAKE HOLDINGS LP - CEO
BIRCH LAKE HOLDINGS LP - CEO
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One of the most highly regarded dealmakers and thought leaders in the restructuring, corporate reorganization and M&A communities, Jack has been credited as one of the principal architects of restructuring solutions for dozens of companies across a diverse range of industries, including Delphi Corporation, Kmart Corporation, Masonite International, Inc., Per-Se Technologies, Inc., Rite Aid Corporation, Sprint Corporation, Warnaco Group, Inc., Xerox Corporation and on behalf of creditors in the American Airlines' reorganization and merger with US Airways Group, Inc. He co-founded the corporate restructuring practice at Skadden, Arps, Slate, Meagher & Flom LLP, where he was a practice leader for twenty-three years and previously served on the executive leadership team at Hilco Global. Jack’s recent transactions at Birch Lake include leadership of merchant banking relationships in the food and legal tech industries, among others.
Jack is a member of the M&A Advisor Hall of Fame and the Turnaround, Restructuring and Distressed Investing Industry Hall of Fame. He is a recipient of the Ellis Island Medal of Honor, which is awarded to Americans who exemplify outstanding qualities in both their personal and professional lives. In 2016, Jack received the Harvey R. Miller Outstanding Achievement Award for Service to the Restructuring Industry and he and his family were honored with the Anti-Defamation League’s Jerold S. Solovy Freedom Award. A founder and past chairman of the Turnaround Management Association, Jack has served in leadership positions for many other industry organizations, including the American Bankruptcy Institute, American Board of Certification, Commercial Finance Association and its Education Foundation, INSOL International and New York Institute of Credit. He is also a Fellow in the American College of Bankruptcy and International Insolvency Institute.
Jack received an A.B. from Princeton University and a J.D. from the University of Michigan Law School. In addition to serving in leadership positions with numerous civic and charitable organizations, he officiated high school and college football for many years and is a lifetime member of the American Football Coaches Association.
Jack is a member of the M&A Advisor Hall of Fame and the Turnaround, Restructuring and Distressed Investing Industry Hall of Fame. He is a recipient of the Ellis Island Medal of Honor, which is awarded to Americans who exemplify outstanding qualities in both their personal and professional lives. In 2016, Jack received the Harvey R. Miller Outstanding Achievement Award for Service to the Restructuring Industry and he and his family were honored with the Anti-Defamation League’s Jerold S. Solovy Freedom Award. A founder and past chairman of the Turnaround Management Association, Jack has served in leadership positions for many other industry organizations, including the American Bankruptcy Institute, American Board of Certification, Commercial Finance Association and its Education Foundation, INSOL International and New York Institute of Credit. He is also a Fellow in the American College of Bankruptcy and International Insolvency Institute.
Jack received an A.B. from Princeton University and a J.D. from the University of Michigan Law School. In addition to serving in leadership positions with numerous civic and charitable organizations, he officiated high school and college football for many years and is a lifetime member of the American Football Coaches Association.
William (Bill) A. Brandt, Jr.
DEVELOPMENT SPECIALISTS, INC - Founder and Executive Chairman
DEVELOPMENT SPECIALISTS, INC - Founder and Executive Chairman
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For more than 45 years, Bill Brandt has been a fixture on the national stage in the fields of business, civic and political endeavors. A talented business strategist and political counselor, he is the founder and Executive Chairman of Development Specialists, Inc., better known worldwide as DSI and widely recognized as one of the foremost firms in the corporate restructuring industry. While Mr. Brandt and his firm have been and continue to be involved in some of the most celebrated and complex restructuring and insolvency matters in the arenas of business and government reorganization, for example, Mr. Brandt currently serves as the Chapter 11 Trustee in the largest cross-national insolvency pending in the United States, Chine Fishery Group, the firm also lends its expertise to other matters in the broader economic and political realms. An example of that was Mr. Brandt’s stewardship and resolution of the infamous Ohio “Coin Fund” scandal at the request of the Attorney General of the State of Ohio.
In 2015, Mr. Brandt finished his third consecutive term serving as Chair of the Illinois Finance Authority, having first been appointed by the Governor in 2008 and confirmed unanimously by the Illinois Senate that same year, and then subsequently reappointed as Chair in 2010 and 2012. The IFA is one of the nation’s largest state-sponsored self-financed entities principally engaged in issuing taxable and tax-exempt bonds, making loans and investing capital for business, nonprofit organizations and local governments. Mr. Brandt, again by gubernatorial appointment, was also a member of the Illinois Broadband Deployment Council, whose mission is to ensure that advanced telecommunications services are available to all of the citizens of Illinois. He is also part of the ownership group that controls Chicago’s second-largest daily newspaper, The Chicago Sun-Times. More recently, in the political realm, Mr. Brandt was a member of the United States Electoral College for the 2016 Presidential Election, serving as an Elector from the State of Illinois.
Mr. Brandt has advised Congress on matters of insolvency and bankruptcy policy, and in that capacity was the principal author of the amendment to the Bankruptcy Code permitting the election of trustees in Chapter 11 cases. He was involved in drafting several amendments to the Bankruptcy Code revisions enacted into law in April 2005 as part of the Bankruptcy Abuse Prevention and Consumer Protection Act, which substantially rewrote the nation’s bankruptcy laws. Mr. Brandt also served as a member of the Commission empaneled by the American Bankruptcy Institute several years ago to address the reform of Chapter 11 of the Bankruptcy Code and the nation’s corporate restructuring regime.
Referred to several years ago by one media outlet as one of the ten most influential political figures in Illinois, Mr. Brandt was a member of the President’s National Finance Board during the Clinton administration, and was elected a Delegate from the State of Florida to the 1996 Democratic National Convention. During that decade as well, and upon the invitation of business and political leaders in the People’s Republic of China, Mr. Brandt worked with various public policy, law and banking leaders in China on approaches to the reorganization and restructuring of some of that nation’s state-owned industries. In 2000, he was a member of the Democratic Party’s National Convention Platform Committee, and in 2002, he served on the Illinois Gubernatorial Transition Team, as well as on the State of California’s business delegation dispatched to Cuba to discuss politics, business and trade potential. In 2008, Mr. Brandt was again elected a Delegate to the Democratic National Convention, this time from the State of Illinois.
As part of his longstanding commitment to higher education and to civic endeavors, Mr. Brandt chairs the National Advisory Council for the Institute of Governmental Studies at the University of California at Berkeley. He was a member of the Board of Trustees of Loyola University Chicago from 2007 to 2016, and is a Life Trustee of Fenwick High School in Oak Park, Illinois. Mr. Brandt is also a member of the Board of Directors of New York-based The Honorable Tina Brozman Foundation for Ovarian Cancer Research (Tina’s Wish).
Mr. Brandt served several terms as a member of the Board of Directors of the American Bankruptcy Institute, as well as also serving, for a number of years, as a member of the Advisory Board for that organization’s Law Review. He is a member of the Board of Advisors for the ABI’s annual New York City Bankruptcy Conference, having earlier served for 15 years in a similar capacity for the ABI’s Bankruptcy Battleground West Seminar held each year in Los Angeles. Mr. Brandt was a member of the Executive Committee of the Bankruptcy Section of the Commercial Law League of America and served on their National Government Affairs Committee, as well as completing three terms as a member of the Board of Directors of the San Francisco Bay Area Bankruptcy Forum.
Mr. Brandt is active in the industry internationally, and is a member of the International Insolvency Institute, as well as INSOL, and was recently selected as a U.S. Participant in the 100-member cross-border consortium known as the International Exchange of Experience in Insolvency.
For 20 years, Mr. Brandt was a member of the private Panel of Trustees for the United States Bankruptcy Court for the Northern District of Illinois, and briefly served as a member of the same panel for the Bankruptcy Court for the Southern District of Florida in the late 1980s.
Mr. Brandt has written for publications spanning a broad spectrum of thought, ranging from Maclean’s, Canada’s Weekly Newsmagazine, to Directors & Boards, Corporate Board Magazine, the Florida Real Estate Journal, and the American Bankruptcy Institute’s Law Review, published in conjunction with St. John’s University School of Law. He is the co-author of the “Due Diligence” chapter in the 2nd edition of Bankruptcy Business Acquisitions published by the American Bankruptcy Institute. He is a frequent lecturer and speaker on topics of corporate restructuring, bankruptcy and related public policy issues and regularly appears on CNN, CNBC, CNNfn, Bloomberg, Canada’s BNN, and the Arise America news network, as well as the CBS Radio and National Public Radio networks. He has been profiled and interviewed in a wide array of periodicals including, among others, The Wall Street Journal, The New York Times, The International Herald Tribune, Business Week, The Miami Herald, The Chicago Tribune, The Boston Globe, Billboard Magazine and Bank Bailout Litigation News.
Among many other professional and trade organization memberships, Mr. Brandt is a member of the National Association of Bankruptcy Trustees, the International Council of Shopping Centers and the Urban Land Institute. His biography appears in a number of reference works including Who’s Who in America, Who’s Who in Finance and Industry, and Who’s Who in American Law. For well more than a dozen years, his firm, Development Specialists, Inc., has been rated as one of the Outstanding Turnaround Management Firms in the world by the publication Turnarounds & Workouts, and he is routinely listed on annual rosters of the country’s top restructuring advisors. Mr. Brandt received his B.A. from St. Louis University and his M.A. from the University of Chicago, where he also completed further post-graduate work toward a doctoral degree.
In 2015, Mr. Brandt finished his third consecutive term serving as Chair of the Illinois Finance Authority, having first been appointed by the Governor in 2008 and confirmed unanimously by the Illinois Senate that same year, and then subsequently reappointed as Chair in 2010 and 2012. The IFA is one of the nation’s largest state-sponsored self-financed entities principally engaged in issuing taxable and tax-exempt bonds, making loans and investing capital for business, nonprofit organizations and local governments. Mr. Brandt, again by gubernatorial appointment, was also a member of the Illinois Broadband Deployment Council, whose mission is to ensure that advanced telecommunications services are available to all of the citizens of Illinois. He is also part of the ownership group that controls Chicago’s second-largest daily newspaper, The Chicago Sun-Times. More recently, in the political realm, Mr. Brandt was a member of the United States Electoral College for the 2016 Presidential Election, serving as an Elector from the State of Illinois.
Mr. Brandt has advised Congress on matters of insolvency and bankruptcy policy, and in that capacity was the principal author of the amendment to the Bankruptcy Code permitting the election of trustees in Chapter 11 cases. He was involved in drafting several amendments to the Bankruptcy Code revisions enacted into law in April 2005 as part of the Bankruptcy Abuse Prevention and Consumer Protection Act, which substantially rewrote the nation’s bankruptcy laws. Mr. Brandt also served as a member of the Commission empaneled by the American Bankruptcy Institute several years ago to address the reform of Chapter 11 of the Bankruptcy Code and the nation’s corporate restructuring regime.
Referred to several years ago by one media outlet as one of the ten most influential political figures in Illinois, Mr. Brandt was a member of the President’s National Finance Board during the Clinton administration, and was elected a Delegate from the State of Florida to the 1996 Democratic National Convention. During that decade as well, and upon the invitation of business and political leaders in the People’s Republic of China, Mr. Brandt worked with various public policy, law and banking leaders in China on approaches to the reorganization and restructuring of some of that nation’s state-owned industries. In 2000, he was a member of the Democratic Party’s National Convention Platform Committee, and in 2002, he served on the Illinois Gubernatorial Transition Team, as well as on the State of California’s business delegation dispatched to Cuba to discuss politics, business and trade potential. In 2008, Mr. Brandt was again elected a Delegate to the Democratic National Convention, this time from the State of Illinois.
As part of his longstanding commitment to higher education and to civic endeavors, Mr. Brandt chairs the National Advisory Council for the Institute of Governmental Studies at the University of California at Berkeley. He was a member of the Board of Trustees of Loyola University Chicago from 2007 to 2016, and is a Life Trustee of Fenwick High School in Oak Park, Illinois. Mr. Brandt is also a member of the Board of Directors of New York-based The Honorable Tina Brozman Foundation for Ovarian Cancer Research (Tina’s Wish).
Mr. Brandt served several terms as a member of the Board of Directors of the American Bankruptcy Institute, as well as also serving, for a number of years, as a member of the Advisory Board for that organization’s Law Review. He is a member of the Board of Advisors for the ABI’s annual New York City Bankruptcy Conference, having earlier served for 15 years in a similar capacity for the ABI’s Bankruptcy Battleground West Seminar held each year in Los Angeles. Mr. Brandt was a member of the Executive Committee of the Bankruptcy Section of the Commercial Law League of America and served on their National Government Affairs Committee, as well as completing three terms as a member of the Board of Directors of the San Francisco Bay Area Bankruptcy Forum.
Mr. Brandt is active in the industry internationally, and is a member of the International Insolvency Institute, as well as INSOL, and was recently selected as a U.S. Participant in the 100-member cross-border consortium known as the International Exchange of Experience in Insolvency.
For 20 years, Mr. Brandt was a member of the private Panel of Trustees for the United States Bankruptcy Court for the Northern District of Illinois, and briefly served as a member of the same panel for the Bankruptcy Court for the Southern District of Florida in the late 1980s.
Mr. Brandt has written for publications spanning a broad spectrum of thought, ranging from Maclean’s, Canada’s Weekly Newsmagazine, to Directors & Boards, Corporate Board Magazine, the Florida Real Estate Journal, and the American Bankruptcy Institute’s Law Review, published in conjunction with St. John’s University School of Law. He is the co-author of the “Due Diligence” chapter in the 2nd edition of Bankruptcy Business Acquisitions published by the American Bankruptcy Institute. He is a frequent lecturer and speaker on topics of corporate restructuring, bankruptcy and related public policy issues and regularly appears on CNN, CNBC, CNNfn, Bloomberg, Canada’s BNN, and the Arise America news network, as well as the CBS Radio and National Public Radio networks. He has been profiled and interviewed in a wide array of periodicals including, among others, The Wall Street Journal, The New York Times, The International Herald Tribune, Business Week, The Miami Herald, The Chicago Tribune, The Boston Globe, Billboard Magazine and Bank Bailout Litigation News.
Among many other professional and trade organization memberships, Mr. Brandt is a member of the National Association of Bankruptcy Trustees, the International Council of Shopping Centers and the Urban Land Institute. His biography appears in a number of reference works including Who’s Who in America, Who’s Who in Finance and Industry, and Who’s Who in American Law. For well more than a dozen years, his firm, Development Specialists, Inc., has been rated as one of the Outstanding Turnaround Management Firms in the world by the publication Turnarounds & Workouts, and he is routinely listed on annual rosters of the country’s top restructuring advisors. Mr. Brandt received his B.A. from St. Louis University and his M.A. from the University of Chicago, where he also completed further post-graduate work toward a doctoral degree.
Tim Daileader, CFA
DRIVETRAIN, LLC - Partner
DRIVETRAIN, LLC - Partner
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Tim Daileader is a Partner at Drivetrain, LLC and the COO at Drivetrain Trust Company, LLC (in formation). He specializes in the administration of post-bankruptcy trusts, including litigation and liquidating trusts and winding-down entities. Included in these efforts is the resolution of various claims and causes of action held by these trusts, including litigations and arbitrations, the management and coordination of related professionals, the custody, liquidation and marshaling of estate assets, the administration of claims upon the trusts and payment of the trusts’ allowed claimant, and the trusts’ associated tax, regulatory and financial reporting.
Tim is a practice-leader for Drivetrain's service as a post-bankruptcy trustee for numerous estates, including those of the Abeinsa, Abengoa, SunEdison, Paragon, Doral Bank, Adeptus and Ignite Restaurant trusts. Mr. Daileader formerly served as a managing member for the Penson Technologies LLC, the liquidated broker-dealer.
Tim formerly worked as a senior investment professional with extensive experience in leveraged finance, bankruptcy and corporate reorganization at Stanfield Capital Partners, Strategic Value Partners, and Litespeed Management. His recent investment experience included ad hoc committee participation in Altegrity (Kroll), American Airlines, Edison Mission Energy, the PMI Group, and Landsbanki hf. He also was the Director of Debt and Equity Research at Knight Capital Group, the publicly-traded broker-dealer, where he published research on distressed automotive and financial companies.
Tim received his B.A. in Economics from Georgetown University in 1992, where he was a George F. Baker scholar. He is a CFA charter holder, and serves on a limited number of public, private and non-for-profit boards of directors.
Tim is a practice-leader for Drivetrain's service as a post-bankruptcy trustee for numerous estates, including those of the Abeinsa, Abengoa, SunEdison, Paragon, Doral Bank, Adeptus and Ignite Restaurant trusts. Mr. Daileader formerly served as a managing member for the Penson Technologies LLC, the liquidated broker-dealer.
Tim formerly worked as a senior investment professional with extensive experience in leveraged finance, bankruptcy and corporate reorganization at Stanfield Capital Partners, Strategic Value Partners, and Litespeed Management. His recent investment experience included ad hoc committee participation in Altegrity (Kroll), American Airlines, Edison Mission Energy, the PMI Group, and Landsbanki hf. He also was the Director of Debt and Equity Research at Knight Capital Group, the publicly-traded broker-dealer, where he published research on distressed automotive and financial companies.
Tim received his B.A. in Economics from Georgetown University in 1992, where he was a George F. Baker scholar. He is a CFA charter holder, and serves on a limited number of public, private and non-for-profit boards of directors.
Cindy Chen Delano
WHITEBOX ADVISORS LLC - Senior Legal Analyst
WHITEBOX ADVISORS LLC - Senior Legal Analyst
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Cindy Chen Delano joined Whitebox Advisors LLC in 2016 as a Senior Legal Analyst on the Credit Team and is focused on bankruptcy, distressed debt, special situations and corporate reorganizations (in and out of court). Prior to joining Whitebox, Ms. Delano was an Associate General Counsel with AIG Investments. In addition, Ms. Delano has more than a decade of experience in private practice with the restructuring groups of Weil, Gotshal & Manges LLP, Kirkland & Ellis LLP and Milbank, Tweed, Hadley & McCloy LLP. Ms. Delano received a BA (concentration in economics) from New York University, magna cum laude in 2001 and a JD from St. John’s University School of Law, magna cum laude in 2004.
Harrison Denman
WHITE & CASE - Partner
WHITE & CASE - Partner
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Harrison Denman is a partner in the New York office of White & Case's Financial Restructuring and Insolvency Practice. His practice focuses on representing investors in distressed debt and equity in Chapter 11 proceedings and out-of-court restructurings. Prior to joining White & Case, Mr. Denman clerked for Judge James M. Peck of the United States Bankruptcy Court for the Southern District of New York. Mr. Denman was selected for 2016 as an Outstanding Young Restructuring Lawyer by Turnarounds and Workouts.
Lauren C. Doyle
MILBANK - Partner
MILBANK - Partner
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Lauren Doyle is a partner in the New York office of Milbank, Tweed, Hadley & McCloy and a member of the firm's Financial Restructuring Group.
Ms. Doyle has extensive experience representing secured creditors, unsecured creditors and debtors in complex chapter 11 reorganization cases and out-of-court workouts both in the US and internationally. Her engagements have ranged across a wide array of industries, including energy, shipping, chemicals, paper, airline, financial services, automotive, consumer goods and retail.
Recent engagements include: Ultra Petroleum (counsel to an ad hoc committee of unsecured creditors); Icicle Seafoods, Inc. (counsel to company); Samson Resources (counsel to sponsor); PT Berlian Laju Tanker Tbk (BLT) (counsel to agent and syndicate of lenders); Molycorp Inc. (counsel to secured lender); Seacastle Ships (counsel to agent and secured lender); Overseas Shipholding Group (counsel to agent for revolving credit facility lenders); Cengage Learning, Inc. (counsel to ad hoc committee of secured lenders); Southern Air Holdings, Inc. (counsel to DIP agent); ATP, Inc. (counsel to official committee of unsecured creditors); NewPage Corporation (counsel to debtors); Tubo de Pastejè (counsel to debtors); Calpine Corporation (counsel to indenture trustee); Ambac Financial Group (counsel to debtors); Extended Stay (counsel to agent); CCS Medical, Inc. (counsel to debtors); Value City Department Stores (counsel to debtors); Ampex Corporation (counsel to debtors); Werner Ladder (counsel to debtors); Dana Automotive (counsel to acquiror); Adelphia Communications Corporation (counsel to debtors); Dan River, LLC (counsel to sponsor); United Site Services, Inc. (counsel to company).
Ms. Doyle has extensive experience representing secured creditors, unsecured creditors and debtors in complex chapter 11 reorganization cases and out-of-court workouts both in the US and internationally. Her engagements have ranged across a wide array of industries, including energy, shipping, chemicals, paper, airline, financial services, automotive, consumer goods and retail.
Recent engagements include: Ultra Petroleum (counsel to an ad hoc committee of unsecured creditors); Icicle Seafoods, Inc. (counsel to company); Samson Resources (counsel to sponsor); PT Berlian Laju Tanker Tbk (BLT) (counsel to agent and syndicate of lenders); Molycorp Inc. (counsel to secured lender); Seacastle Ships (counsel to agent and secured lender); Overseas Shipholding Group (counsel to agent for revolving credit facility lenders); Cengage Learning, Inc. (counsel to ad hoc committee of secured lenders); Southern Air Holdings, Inc. (counsel to DIP agent); ATP, Inc. (counsel to official committee of unsecured creditors); NewPage Corporation (counsel to debtors); Tubo de Pastejè (counsel to debtors); Calpine Corporation (counsel to indenture trustee); Ambac Financial Group (counsel to debtors); Extended Stay (counsel to agent); CCS Medical, Inc. (counsel to debtors); Value City Department Stores (counsel to debtors); Ampex Corporation (counsel to debtors); Werner Ladder (counsel to debtors); Dana Automotive (counsel to acquiror); Adelphia Communications Corporation (counsel to debtors); Dan River, LLC (counsel to sponsor); United Site Services, Inc. (counsel to company).
John Dubel
Well-known and respected turnaround professional, formerly at ALIXPARTNERS
Well-known and respected turnaround professional, formerly at ALIXPARTNERS
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John is the Chief Executive Officer of Dubel & Associates, LLC, a provider of restructuring and turnaround services to underperforming and challenged companies, which he founded in 1999. He has over 35 years of experience in Board representation, turnaround management, crisis management, operational restructurings and divestments in the distressed space.
Depending on the circumstances, John has served in the roles of Chairman of the Board, Chief Executive Officer, President, Chief Operating Officer, Chief Restructuring Officer, Chief Financial Officer and as an outside advisor. John has chaired and/or served on various Official Creditors Committees and ad hoc committees of creditors and equity holders and been a partner in a single strategy distressed hedge fund. While the vast majority of his experience has been working in management roles, serving on boards or advising management, their boards and owners, working on both sides of the table enable him to bring a unique perspective to each situation.
Many of the companies he has been involved with have been either private equity, hedge fund or family owned businesses. He understands the issues related to closely held businesses. John’s modus operandi is that constant communication with the stakeholders is important to make sure that the direction the company is taking is in alignment with their needs and goals.
Depending on the circumstances, John has served in the roles of Chairman of the Board, Chief Executive Officer, President, Chief Operating Officer, Chief Restructuring Officer, Chief Financial Officer and as an outside advisor. John has chaired and/or served on various Official Creditors Committees and ad hoc committees of creditors and equity holders and been a partner in a single strategy distressed hedge fund. While the vast majority of his experience has been working in management roles, serving on boards or advising management, their boards and owners, working on both sides of the table enable him to bring a unique perspective to each situation.
Many of the companies he has been involved with have been either private equity, hedge fund or family owned businesses. He understands the issues related to closely held businesses. John’s modus operandi is that constant communication with the stakeholders is important to make sure that the direction the company is taking is in alignment with their needs and goals.
Matt Dundon
DUNDON ADVISERS LLC - Principal
DUNDON ADVISERS LLC - Principal
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Founder and a principal of Dundon Advisers LLC, a New York-based investment management and financial advisory firm specializing in bankruptcy, distressed debt, litigation investments, and middle-market high-yield loans.
Global credit, litigation and distressed investment leader for nearly 12 years (research head at Miller Tabak Roberts Securities 2006-2010, portfolio manager at Pine River Capital and Advent Capital 2010-2016), including dozens of litigation-intensive investments and trading opportunities. Corporate finance lawyer and analyst 1998-2006. Univ. of Chicago JD, Univ. of Cal. Berkeley BA.
Global credit, litigation and distressed investment leader for nearly 12 years (research head at Miller Tabak Roberts Securities 2006-2010, portfolio manager at Pine River Capital and Advent Capital 2010-2016), including dozens of litigation-intensive investments and trading opportunities. Corporate finance lawyer and analyst 1998-2006. Univ. of Chicago JD, Univ. of Cal. Berkeley BA.
Adam H. Friedman
OLSHAN FROME WOLOSKY LLP - Partner
OLSHAN FROME WOLOSKY LLP - Partner
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A partner in the Bankruptcy & Financial Restructuring Group, Adam H. Friedman represents clients in corporate and real estate restructurings and Chapter 11 cases.
Adam regularly represents creditors, debtors, investors, bondholders, hedge funds, and other investment funds in all aspects of insolvency and bankruptcy proceedings, distressed sales, reorganization transactions, and related matters. Adam regularly represents clients in distressed investing transactions and in connection with commercial and CMBS loan workouts, restructurings and loan sales. Adam has substantial experience in both out-of-court and in-court restructuring matters for clients based in the United States and abroad. He also counsels parties with respect to fiduciary duties, director and officer liability, fraudulent conveyance and similar issues related to corporate transactions and insolvency proceedings. He is a member of the American Bankruptcy Institute, and is on the Board of Editors of The Bankruptcy Strategist, a leading bankruptcy law publication.
Professional & Community Affiliations
American Bankruptcy Institute
New York State Bar Association
Honors
Since 2009, Adam has been consistently named to the New York Super Lawyers list, a Thomson Reuters lawyer rating service.
Education
J.D., Hofstra University, 1993
Notes and Comments Editor, Hofstra Labor Law Journal
B.A., Hofstra University, 1990
Bar & Court Admissions
Adam regularly represents creditors, debtors, investors, bondholders, hedge funds, and other investment funds in all aspects of insolvency and bankruptcy proceedings, distressed sales, reorganization transactions, and related matters. Adam regularly represents clients in distressed investing transactions and in connection with commercial and CMBS loan workouts, restructurings and loan sales. Adam has substantial experience in both out-of-court and in-court restructuring matters for clients based in the United States and abroad. He also counsels parties with respect to fiduciary duties, director and officer liability, fraudulent conveyance and similar issues related to corporate transactions and insolvency proceedings. He is a member of the American Bankruptcy Institute, and is on the Board of Editors of The Bankruptcy Strategist, a leading bankruptcy law publication.
Professional & Community Affiliations
American Bankruptcy Institute
New York State Bar Association
Honors
Since 2009, Adam has been consistently named to the New York Super Lawyers list, a Thomson Reuters lawyer rating service.
Education
J.D., Hofstra University, 1993
Notes and Comments Editor, Hofstra Labor Law Journal
B.A., Hofstra University, 1990
Bar & Court Admissions
- New York, 1993
- New Jersey, 1994
- Connecticut, 1998
- U.S. District Court, Southern, Eastern and Northern Districts of New York, 1998
Steven L. Gidumal
VIRTUS CAPITAL, LP - Managing Partner
VIRTUS CAPITAL, LP - Managing Partner
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Steven Gidumal is the President and Managing Partner of Virtus Capital, LP, a New York based hedge fund specializing in investing in restructurings and distressed securities. Mr. Gidumal has been investing capital since 1994 first at Bear, Stearns, then at Tribeca Investments, an internal hedge fund of Travelers and Citibank, where twice in 1996 and 1997 his fund was ranked among the top 5 funds in distressed investing, and since 2004 at Virtus Capital LP. In 2007, a fund managed by Mr. Gidumal was ranked the number one fund in the United States in its category by Hedge Fund Research Institute.
Mr. Gidumal was a co-founder of Westside Energy in 2003, an oil and gas exploration company focused on drilling for oil and natural gas in the western counties of the Barnett Shale in Texas. In June 2008, Westside Energy was sold to Crusader Energy for approximately $200 million. Mr. Gidumal was also instrumental in negotiating resolutions to the Eurotunnel restructuring in 2006, the Smartalk litigation in 2008, and as a Board member of the Mirant Recovery Trust (“MCAR”) negotiated the settlement with Southern Energy which paid MCAR $202 million in cash in 2009. In 2015, Mr. Gidumal was part of a series of shareholder actions that led to the former Signature Holdings announcing a merger with a manufacturing company with the intent of maximizing the value of Signatures net operating loss (NOL) assets. In his career, Mr. Gidumal has served as a Committee representative or Trustee for funds or trusts and has signed off on over $100,000,000 of legal fees and has achieved recoveries of over $2 billion for his clients.
Mr. Gidumal began his career at Arthur Andersen’s consulting division (now Accenture) and was hired by Polychrome Corp. to be its Materials Manager in its 1980s operational turnaround, where Mr. Gidumal was promoted to Director of Operations and became the company’s youngest executive. Mr. Gidumal has been a speaker at our Distressed Investing annual conference in New York for the past 22 years. Mr. Gidumal has a Bachelor of Science cum laude from the Wharton Business School of the University of Pennsylvania where he double-majored in Accounting and Finance and has a Masters’ in Business Administration (MBA) from Harvard Business School where he graduated as a Baker Scholar with highest honors (and took and passed a bankruptcy law class at Harvard Law).
Mr. Gidumal was a co-founder of Westside Energy in 2003, an oil and gas exploration company focused on drilling for oil and natural gas in the western counties of the Barnett Shale in Texas. In June 2008, Westside Energy was sold to Crusader Energy for approximately $200 million. Mr. Gidumal was also instrumental in negotiating resolutions to the Eurotunnel restructuring in 2006, the Smartalk litigation in 2008, and as a Board member of the Mirant Recovery Trust (“MCAR”) negotiated the settlement with Southern Energy which paid MCAR $202 million in cash in 2009. In 2015, Mr. Gidumal was part of a series of shareholder actions that led to the former Signature Holdings announcing a merger with a manufacturing company with the intent of maximizing the value of Signatures net operating loss (NOL) assets. In his career, Mr. Gidumal has served as a Committee representative or Trustee for funds or trusts and has signed off on over $100,000,000 of legal fees and has achieved recoveries of over $2 billion for his clients.
Mr. Gidumal began his career at Arthur Andersen’s consulting division (now Accenture) and was hired by Polychrome Corp. to be its Materials Manager in its 1980s operational turnaround, where Mr. Gidumal was promoted to Director of Operations and became the company’s youngest executive. Mr. Gidumal has been a speaker at our Distressed Investing annual conference in New York for the past 22 years. Mr. Gidumal has a Bachelor of Science cum laude from the Wharton Business School of the University of Pennsylvania where he double-majored in Accounting and Finance and has a Masters’ in Business Administration (MBA) from Harvard Business School where he graduated as a Baker Scholar with highest honors (and took and passed a bankruptcy law class at Harvard Law).
Mark F. Hebbeln
FOLEY & LARDNER LLP - Partner
FOLEY & LARDNER LLP - Partner
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Mark F. Hebbeln is a partner and bankruptcy attorney with Foley & Lardner LLP. Mark concentrates his practice in corporate restructuring, including particularly the representation of indenture trustees and creditors' committees in chapter 11 cases.
Mark has been recognized as one of the top bankruptcy and restructuring attorneys by Chambers USA, which has noted that he is “an unflappable kind of guy who is really calm, and really good at handling tense situations.”
Mark has represented indenture trustees and bondholder interests in numerous national bankruptcy cases, including; Sun Edison, Breitburn Energy, ASARCO, TerreStar, Bally Total Fitness, Energy Future, Exide Technologies, Abitibi-Bowater, Trico marine, Kaiser Aluminum, Alpha Natural Resources, Extended Stay, Angiotech, Atlas Ait, PG&E, Midstates Petroleum, Hawker Beechcraft, Mirant Corporation, BankUnited, and United Airlines.
He also has significant experience representing official committees of unsecured creditors in chapter 11 proceedings, including leading the representations of the official committees in the Capitol Bancorp (Detroit) and Shorebank Corporation (Chicago) chapter 11 cases.
In 2015, 2016, and 2017, Mark was ranked as one of the top bankruptcy and restructuring attorneys in Illinois by Chambers USA, which has noted that he is “an unflappable kind of guy who is really calm and really good at handling tense situations." He has been Peer Review Rated as AV® Preeminent™, the highest performance rating in Martindale-Hubbell's peer review rating system.
Turnarounds & Workouts recognized Mark as one of 12 outstanding young restructuring lawyers in the country in 2005 and as one of 14 outstanding young restructuring lawyers in the country in 2006. He has been named to the 2016, 2017 and 2018 Illinois Super Lawyers® list and was selected for inclusion in the 2008, 2009 and 2010 Illinois Super Lawyers–Rising Stars® Editions for his bankruptcy work.
Mark has been named a “Leading Lawyer” in Illinois for Bankruptcy & Workout Law: Commercial. Mark is also listed in The Best Lawyers in America© 2016 and 2017 in the field of bankruptcy and creditor debtor rights/insolvency and reorganization law.
Mark received his J.D. from Emory University School of Law (1997), where he was an articles editor for the Bankruptcy Developments Journal. He received his bachelor's degree, cum laude, in economics and politics from Wake Forest University (B.A., 1993), where he was admitted to the Pi Sigma Alpha (political science) and Omicron Delta Epsilon (economics) national honor societies.
Mark is admitted to practice in Illinois and Georgia. He is a member of the American Bar Association, the American Bankruptcy Institute, and the Chicago Bar Association.
Mark served as the chair of the Committee on Trust Indentures and Indenture Trustees of the American Bar Association’s Section of Business Law. Additionally, he serves on the board, and is immediate past president of, The Lawyers Club of Chicago, and is a Fellow of the American Bar Foundation. He has served as a vice-chair of the Chicago Bar Foundation’s Investing in Justice Campaign, which raises funds from lawyers and law firms in for legal aid organizations in Chicago. And previously served as a member of the editorial board of the American Bankers Association Trust & Investments Magazine and on the Wake Forest University Alumni Council.
Mark gives back to his community as well, including serving as board secretary and on the executive committee of the board of the Lycée Français de Chicago, a pre-K-12 French language school. He also devotes time to the C.A.R.E. (Credit Abuse Resistance Education) program, and has been recognized by C.A.R.E.’s Chicago chapter as a CARE HERO Award Recipient.
Mark has written extensively on bankruptcy and insolvency, including articles on indenture trustee and bondholder interests, and law review articles on break-up fees and the automatic stay. He has also presented at numerous conferences, including at American Bar Association Section of Business Law meetings, the Corporate Reorganizations Conference and the American Bankers Association Capital Markets Conference.
Mark has been recognized as one of the top bankruptcy and restructuring attorneys by Chambers USA, which has noted that he is “an unflappable kind of guy who is really calm, and really good at handling tense situations.”
Mark has represented indenture trustees and bondholder interests in numerous national bankruptcy cases, including; Sun Edison, Breitburn Energy, ASARCO, TerreStar, Bally Total Fitness, Energy Future, Exide Technologies, Abitibi-Bowater, Trico marine, Kaiser Aluminum, Alpha Natural Resources, Extended Stay, Angiotech, Atlas Ait, PG&E, Midstates Petroleum, Hawker Beechcraft, Mirant Corporation, BankUnited, and United Airlines.
He also has significant experience representing official committees of unsecured creditors in chapter 11 proceedings, including leading the representations of the official committees in the Capitol Bancorp (Detroit) and Shorebank Corporation (Chicago) chapter 11 cases.
In 2015, 2016, and 2017, Mark was ranked as one of the top bankruptcy and restructuring attorneys in Illinois by Chambers USA, which has noted that he is “an unflappable kind of guy who is really calm and really good at handling tense situations." He has been Peer Review Rated as AV® Preeminent™, the highest performance rating in Martindale-Hubbell's peer review rating system.
Turnarounds & Workouts recognized Mark as one of 12 outstanding young restructuring lawyers in the country in 2005 and as one of 14 outstanding young restructuring lawyers in the country in 2006. He has been named to the 2016, 2017 and 2018 Illinois Super Lawyers® list and was selected for inclusion in the 2008, 2009 and 2010 Illinois Super Lawyers–Rising Stars® Editions for his bankruptcy work.
Mark has been named a “Leading Lawyer” in Illinois for Bankruptcy & Workout Law: Commercial. Mark is also listed in The Best Lawyers in America© 2016 and 2017 in the field of bankruptcy and creditor debtor rights/insolvency and reorganization law.
Mark received his J.D. from Emory University School of Law (1997), where he was an articles editor for the Bankruptcy Developments Journal. He received his bachelor's degree, cum laude, in economics and politics from Wake Forest University (B.A., 1993), where he was admitted to the Pi Sigma Alpha (political science) and Omicron Delta Epsilon (economics) national honor societies.
Mark is admitted to practice in Illinois and Georgia. He is a member of the American Bar Association, the American Bankruptcy Institute, and the Chicago Bar Association.
Mark served as the chair of the Committee on Trust Indentures and Indenture Trustees of the American Bar Association’s Section of Business Law. Additionally, he serves on the board, and is immediate past president of, The Lawyers Club of Chicago, and is a Fellow of the American Bar Foundation. He has served as a vice-chair of the Chicago Bar Foundation’s Investing in Justice Campaign, which raises funds from lawyers and law firms in for legal aid organizations in Chicago. And previously served as a member of the editorial board of the American Bankers Association Trust & Investments Magazine and on the Wake Forest University Alumni Council.
Mark gives back to his community as well, including serving as board secretary and on the executive committee of the board of the Lycée Français de Chicago, a pre-K-12 French language school. He also devotes time to the C.A.R.E. (Credit Abuse Resistance Education) program, and has been recognized by C.A.R.E.’s Chicago chapter as a CARE HERO Award Recipient.
Mark has written extensively on bankruptcy and insolvency, including articles on indenture trustee and bondholder interests, and law review articles on break-up fees and the automatic stay. He has also presented at numerous conferences, including at American Bar Association Section of Business Law meetings, the Corporate Reorganizations Conference and the American Bankers Association Capital Markets Conference.
Gary E. Hindes
THE DELAWARE BAY COMPANY LLC - Managing Director
THE DELAWARE BAY COMPANY LLC - Managing Director
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Gary E. Hindes is Chairman and Managing Director of The Delaware Bay Company, LLC.
Mr. Hindes began his career in 1970 as what is believed to have been the youngest newspaper publisher in the United States. At age 19, Mr. Hindes founded The Evening Standard Group, which published The Oak Forester and three other Chicago suburban weekly newspapers. Mr. Hindes then became editor of the Edmond Sun in Edmond, Oklahoma. From 1973 to 1975, Mr. Hindes was associate editor and chief investigative reporter for the Delaware State News in Dover, Delaware, where he won First Prize for Spot News Reporting and Second Prize (with staff) for investigative reporting from the Maryland-Delaware-District of Columbia Press Association. From 1976 until 1978, Mr. Hindes served as press secretary to the county executive of New Castle County, Delaware and then as Assistant to the Speaker of the House during the 119th Delaware General Assembly.
Mr. Hindes began his career in the securities industry in November of 1978 as a trainee at Blyth, Eastman Dillon & Co. In 1980, he became a Vice President of Paine, Webber, Jackson & Curtis, Inc. In 1981, he was elected a Vice President of Kidder Peabody & Co. and from 1983 to 1986 he was employed in the high net worth unit of Morgan Stanley. At Blyth, Eastman Dillon, Kidder Peabody and Morgan Stanley, Mr. Hindes specialized in researching the securities of bankrupt and distressed companies such as the Pennsylvania Railroad, Chrysler Corporation, Chrysler Financial Corporation, First Pennsylvania Bank, International Harvester Credit Corp., and Continental Illinois National Bank and Trust Company of Chicago. In 1986, Mr. Hindes resigned from Morgan Stanley in order to form the Fallen Angels Fund, L.P., a private partnership investing in distressed securities. Also that year, he founded The Delaware Bay Company, Inc., an institutional brokerage firm specializing in distressed securities. Mr. Hindes sold his interest in The Delaware Bay Company, Inc. in 1996 and then served as liquidating trustee of the South Street Funds, a group of hedge funds with over $250 million in assets. In 2000, Mr. Hindes joined Deltec Asset Management, LLC, where he founded and was the sole manager of Deltec Recovery Fund, L.P. until December 31, 2010.
In addition to having conducted extensive research into and invested in the securities of bankrupt and distressed companies, Mr. Hindes has also had considerable direct experience in the management and operations of such companies. Mr. Hindes served as chairman of the creditors committee in the McLean Industries bankruptcy and as a member of the creditors committee in the Circle Express and Western Union bankruptcies. He also served on the ad hoc committee of bondholders when the LTV Corporation was in bankruptcy proceedings and was chairman of the Bondholders Protective Committee during the Johns-Manville bankruptcy. In addition, Mr. Hindes was the Chairman of the Meritor/PSFS Bondholder Committee during the Philadelphia Savings Fund Society’s successful exchange offer in 1991. He has been quoted extensively as to bankruptcy-related matters in such publications as the Wall Street Journal, New York Times and Business Week magazine and has appeared on Bloomberg Television, the CBS and NBC Evening News; he also served as the 1998 co-chairman of the American Distressed Investors Conference held in New York City. Mr. Hindes is a former member of the board of directors of Lancer Industries, Inc. (an affiliate of the Joseph, Littlejohn & Levy Funds); Intranet Corp. (owner of Roadrunner Transportation, Inc. and three other over-the-road trucking companies), and Busse Broadcasting, Inc. (owner of the NBC affiliate in Kalamazoo, Michigan and the ABC affiliate in Eau Claire, Wisconsin), all of which are successors-in-interest to bankrupt companies.
From 1982 to 2007, Mr. Hindes served as chairman of the board of trustees of Wilmington Head Start, Inc., a not-for-profit pre-school educational program for underprivileged inner-city children, and from 1993 to 2001 served by presidential appointment on the John F. Kennedy Center Advisory Council on the Arts. Mr. Hindes currently serves on the investment management committee of the United States Holocaust Memorial Museum and is a former member of the boards of directors of the Wilmington Housing Authority and the Delaware Theater Company. He is a member of the Economic Club of New York, the Turnaround Management Association and a life member of the Sons of the American Revolution and the NAACP.
Mr. Hindes began his career in 1970 as what is believed to have been the youngest newspaper publisher in the United States. At age 19, Mr. Hindes founded The Evening Standard Group, which published The Oak Forester and three other Chicago suburban weekly newspapers. Mr. Hindes then became editor of the Edmond Sun in Edmond, Oklahoma. From 1973 to 1975, Mr. Hindes was associate editor and chief investigative reporter for the Delaware State News in Dover, Delaware, where he won First Prize for Spot News Reporting and Second Prize (with staff) for investigative reporting from the Maryland-Delaware-District of Columbia Press Association. From 1976 until 1978, Mr. Hindes served as press secretary to the county executive of New Castle County, Delaware and then as Assistant to the Speaker of the House during the 119th Delaware General Assembly.
Mr. Hindes began his career in the securities industry in November of 1978 as a trainee at Blyth, Eastman Dillon & Co. In 1980, he became a Vice President of Paine, Webber, Jackson & Curtis, Inc. In 1981, he was elected a Vice President of Kidder Peabody & Co. and from 1983 to 1986 he was employed in the high net worth unit of Morgan Stanley. At Blyth, Eastman Dillon, Kidder Peabody and Morgan Stanley, Mr. Hindes specialized in researching the securities of bankrupt and distressed companies such as the Pennsylvania Railroad, Chrysler Corporation, Chrysler Financial Corporation, First Pennsylvania Bank, International Harvester Credit Corp., and Continental Illinois National Bank and Trust Company of Chicago. In 1986, Mr. Hindes resigned from Morgan Stanley in order to form the Fallen Angels Fund, L.P., a private partnership investing in distressed securities. Also that year, he founded The Delaware Bay Company, Inc., an institutional brokerage firm specializing in distressed securities. Mr. Hindes sold his interest in The Delaware Bay Company, Inc. in 1996 and then served as liquidating trustee of the South Street Funds, a group of hedge funds with over $250 million in assets. In 2000, Mr. Hindes joined Deltec Asset Management, LLC, where he founded and was the sole manager of Deltec Recovery Fund, L.P. until December 31, 2010.
In addition to having conducted extensive research into and invested in the securities of bankrupt and distressed companies, Mr. Hindes has also had considerable direct experience in the management and operations of such companies. Mr. Hindes served as chairman of the creditors committee in the McLean Industries bankruptcy and as a member of the creditors committee in the Circle Express and Western Union bankruptcies. He also served on the ad hoc committee of bondholders when the LTV Corporation was in bankruptcy proceedings and was chairman of the Bondholders Protective Committee during the Johns-Manville bankruptcy. In addition, Mr. Hindes was the Chairman of the Meritor/PSFS Bondholder Committee during the Philadelphia Savings Fund Society’s successful exchange offer in 1991. He has been quoted extensively as to bankruptcy-related matters in such publications as the Wall Street Journal, New York Times and Business Week magazine and has appeared on Bloomberg Television, the CBS and NBC Evening News; he also served as the 1998 co-chairman of the American Distressed Investors Conference held in New York City. Mr. Hindes is a former member of the board of directors of Lancer Industries, Inc. (an affiliate of the Joseph, Littlejohn & Levy Funds); Intranet Corp. (owner of Roadrunner Transportation, Inc. and three other over-the-road trucking companies), and Busse Broadcasting, Inc. (owner of the NBC affiliate in Kalamazoo, Michigan and the ABC affiliate in Eau Claire, Wisconsin), all of which are successors-in-interest to bankrupt companies.
From 1982 to 2007, Mr. Hindes served as chairman of the board of trustees of Wilmington Head Start, Inc., a not-for-profit pre-school educational program for underprivileged inner-city children, and from 1993 to 2001 served by presidential appointment on the John F. Kennedy Center Advisory Council on the Arts. Mr. Hindes currently serves on the investment management committee of the United States Holocaust Memorial Museum and is a former member of the boards of directors of the Wilmington Housing Authority and the Delaware Theater Company. He is a member of the Economic Club of New York, the Turnaround Management Association and a life member of the Sons of the American Revolution and the NAACP.
Harold L. Kaplan
FOLEY & LARDNER LLP - Partner
FOLEY & LARDNER LLP - Partner
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Harold L. Kaplan is a partner and litigation attorney with Foley & Lardner LLP. Over the last three decades, Mr. Kaplan has represented financial institutions, debtors, trustees under the Bankruptcy Code and the Securities Investors Protection Act, foreign liquidators in ancillary proceedings, creditors' committees, and other creditor groups, including representing indenture trustees and bondholder interests. He, among other things, is the leader of the firm's Corporate Trust and Bondholders Rights Team and is a member of the firm's Bankruptcy & Business Reorganizations Practice.
In addition to more traditional areas of practice, he has extensive experience in claims trading and regulated industry matters, including railroad, airline and other transportation reorganizations; utility industry matters; securities industry and broker-dealer matters; insurance and bank insolvencies; telecommunications, gaming, oil and gas and mining proceedings; and health care industry matters, including health care finance, reorganizations, insolvencies, and other proceedings.
In addition to more traditional areas of practice, he has extensive experience in claims trading and regulated industry matters, including railroad, airline and other transportation reorganizations; utility industry matters; securities industry and broker-dealer matters; insurance and bank insolvencies; telecommunications, gaming, oil and gas and mining proceedings; and health care industry matters, including health care finance, reorganizations, insolvencies, and other proceedings.
Peter S. Kaufman
GORDIAN GROUP - President
GORDIAN GROUP - President
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Mr. Kaufman has been at Gordian Group since 1990 and is President and heads the firm’s Restructuring and Distressed M&A practice.
Mr. Kaufman is also a Co-founder and a Managing Partner of Bacchus Capital Management, a private equity fund providing strategic capital in the wine industry.
With Henry Owsley, Gordian Group’s Chief Executive Officer, he is the co-author of the definitive works in the field, the recently published Distressed Investment Banking: To the Abyss and Back – 2nd Edition (Beard Books, 2015), Equity Holders Under Siege: Strategies and Tactics for Distressed Businesses (Beard Books, 2014) and Distressed Investment Banking: To the Abyss and Back (Beard Books, 2005). All books are “must-read” for boards of directors, management teams and shareholders and/or owners of financially stressed situations, as well as for buyers and professionals. Additionally, he has been ranked the #1 national investment banker in financial restructurings by The Deal. He is frequently asked by national TV networks and other media outlets to speak on restructuring and bankruptcy topics.
Mr. Kaufman has long history advising banking and insurance institution regulators, state governments and federal agencies over Gordian’s more than 30 years as a firm. Gordian Group has had over 300 engagements on behalf of companies, boards of directors, and shareholders (including entrepreneurs and private equity firms).
Mr. Kaufman received a B.A. with honors in History and Art History from Yale College (where he lettered in lacrosse), and a J.D. from the University of Virginia School of Law, where he graduated in the top quarter of his class.
Mr. Kaufman currently serves as an Adjunct Faculty/Lecturer at the University of Virginia School of Law teaching a course entitled “Advising Boards of Directors Under Siege”; he also assists in teaching courses at Darden Business School at University of Virginia. In November 2015, Mr. Kaufman was inducted into the M&A Advisor Hall of Fame at the 14th Annual M&A Advisor Awards Gala in New York City.
Select Representative Engagements include Alamo/National Car Rental, American Airlines (for the Transport Workers Union), Ben & Jerry’s, Elyria Foundry Holdings, Enron, Farmland, Federal Communications Commission, General Motors, Hostess Brands, Integrated Electrical Services, Madoff, Montreal, Maine & Atlantic Railroad, MBIA, Mississippi Chemical Corporation, Nuo Therapeutics, Osyka Corporation, Solutia, Spansion, Summit Global Logistics, Trans Energy, United Rentals and Xtreme Power.
Select Past and Present Board Affiliations include American Bankruptcy Institute, Great Chebeague Island Golf Club, New York City Bar Association’s Committee on Bankruptcy and Corporate Reorganizations, Yale Lacrosse Alumni Association.
Mr. Kaufman is also a Co-founder and a Managing Partner of Bacchus Capital Management, a private equity fund providing strategic capital in the wine industry.
With Henry Owsley, Gordian Group’s Chief Executive Officer, he is the co-author of the definitive works in the field, the recently published Distressed Investment Banking: To the Abyss and Back – 2nd Edition (Beard Books, 2015), Equity Holders Under Siege: Strategies and Tactics for Distressed Businesses (Beard Books, 2014) and Distressed Investment Banking: To the Abyss and Back (Beard Books, 2005). All books are “must-read” for boards of directors, management teams and shareholders and/or owners of financially stressed situations, as well as for buyers and professionals. Additionally, he has been ranked the #1 national investment banker in financial restructurings by The Deal. He is frequently asked by national TV networks and other media outlets to speak on restructuring and bankruptcy topics.
Mr. Kaufman has long history advising banking and insurance institution regulators, state governments and federal agencies over Gordian’s more than 30 years as a firm. Gordian Group has had over 300 engagements on behalf of companies, boards of directors, and shareholders (including entrepreneurs and private equity firms).
Mr. Kaufman received a B.A. with honors in History and Art History from Yale College (where he lettered in lacrosse), and a J.D. from the University of Virginia School of Law, where he graduated in the top quarter of his class.
Mr. Kaufman currently serves as an Adjunct Faculty/Lecturer at the University of Virginia School of Law teaching a course entitled “Advising Boards of Directors Under Siege”; he also assists in teaching courses at Darden Business School at University of Virginia. In November 2015, Mr. Kaufman was inducted into the M&A Advisor Hall of Fame at the 14th Annual M&A Advisor Awards Gala in New York City.
Select Representative Engagements include Alamo/National Car Rental, American Airlines (for the Transport Workers Union), Ben & Jerry’s, Elyria Foundry Holdings, Enron, Farmland, Federal Communications Commission, General Motors, Hostess Brands, Integrated Electrical Services, Madoff, Montreal, Maine & Atlantic Railroad, MBIA, Mississippi Chemical Corporation, Nuo Therapeutics, Osyka Corporation, Solutia, Spansion, Summit Global Logistics, Trans Energy, United Rentals and Xtreme Power.
Select Past and Present Board Affiliations include American Bankruptcy Institute, Great Chebeague Island Golf Club, New York City Bar Association’s Committee on Bankruptcy and Corporate Reorganizations, Yale Lacrosse Alumni Association.
David S. Kurtz
LAZARD - Vice Chairman U.S. Investment Banking—Head of Global Restructuring Chicago
LAZARD - Vice Chairman U.S. Investment Banking—Head of Global Restructuring Chicago
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Mr. Kurtz joined Lazard as a Managing Director in the Restructuring Group in 2002 from Skadden, Arps, Slate, Meagher & Flom, where he was a senior partner, and became Co-Head of the Global Restructuring Group in 2006. In 2012 he was appointed Vice Chairman of US Investment Banking and Global Head of Restructuring.
David has over 31 years of restructuring experience and is a frequent lecturer on bankruptcy and reorganization related topics. He is a Fellow of the American College of Bankruptcy (and former member of the Board of Directors) and was named as the Bankruptcy Dealmaker of the Year 2001 by the American Lawyer magazine.
Case Western Reserve University, B.A., J.D.
David has over 31 years of restructuring experience and is a frequent lecturer on bankruptcy and reorganization related topics. He is a Fellow of the American College of Bankruptcy (and former member of the Board of Directors) and was named as the Bankruptcy Dealmaker of the Year 2001 by the American Lawyer magazine.
Case Western Reserve University, B.A., J.D.
Marc Lasry
AVENUE CAPITAL GROUP - Chairman, CEO, Co-Founder
AVENUE CAPITAL GROUP - Chairman, CEO, Co-Founder
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Marc Lasry is the Chairman, Chief Executive Officer and Co-Founder of Avenue Capital Group, a global alternative investment manager focused on distressed and undervalued debt and equity opportunities in the U.S., Europe and Asia. In 1995, Mr. Lasry formed Avenue with his sister, Sonia Gardner, with less than $10 million in capital from friends and family. Today, Avenue is one of the largest distressed debt investors globally, managing assets of approximately $9.6 billion, with headquarters in New York City, and offices in London, Luxembourg, Madrid, Milan, and five offices throughout Asia.
Mr. Lasry is known as a pioneer in distressed investing which has been the focus of his professional career for over 33 years.
After law school, Mr. Lasry clerked for Edward Ryan, Chief Bankruptcy Judge for the Southern District of New York. He spent the following year practicing law at Angel & Frankel, which focused on bankruptcies.
Mr. Lasry subsequently became the Director of the private debt department at R.D. Smith, the firm where he first became involved in “trade claims,” the market in purchasing and selling to investors the unsecured claims of vendors and other creditors against a debtor. In 1987, he moved to Cowen & Company where he was Co-Director of the bankruptcy and corporate reorganization department. It was at Cowen that he caught the attention of the Texas investor Robert Bass, who was a client of the firm. When he left Cowen, Mr. Lasry went to manage over $100 million for the Robert Bass Group, Inc., where he invested in bank debt, senior bonds, and trade claims. The Bass fund Mr. Lasry oversaw was called Amroc Investments, L.P., and, at the time, it stood as one of the largest distressed funds in the U.S. In 1990, he co-founded a boutique distressed brokerage firm, keeping the Amroc name and maintaining the affiliation with the Robert Bass Group.
Mr. Lasry is currently a member of the Council on Foreign Relations, and he has served and will continue to serve on various other boards of advisors/directors of both for-profit and not-for-profit private and public companies. He is also co-owner of the Milwaukee Bucks NBA team.
Mr. Lasry received a B.A. in History from Clark University (1981) and a J.D. from New York Law School (1984).
Mr. Lasry is known as a pioneer in distressed investing which has been the focus of his professional career for over 33 years.
After law school, Mr. Lasry clerked for Edward Ryan, Chief Bankruptcy Judge for the Southern District of New York. He spent the following year practicing law at Angel & Frankel, which focused on bankruptcies.
Mr. Lasry subsequently became the Director of the private debt department at R.D. Smith, the firm where he first became involved in “trade claims,” the market in purchasing and selling to investors the unsecured claims of vendors and other creditors against a debtor. In 1987, he moved to Cowen & Company where he was Co-Director of the bankruptcy and corporate reorganization department. It was at Cowen that he caught the attention of the Texas investor Robert Bass, who was a client of the firm. When he left Cowen, Mr. Lasry went to manage over $100 million for the Robert Bass Group, Inc., where he invested in bank debt, senior bonds, and trade claims. The Bass fund Mr. Lasry oversaw was called Amroc Investments, L.P., and, at the time, it stood as one of the largest distressed funds in the U.S. In 1990, he co-founded a boutique distressed brokerage firm, keeping the Amroc name and maintaining the affiliation with the Robert Bass Group.
Mr. Lasry is currently a member of the Council on Foreign Relations, and he has served and will continue to serve on various other boards of advisors/directors of both for-profit and not-for-profit private and public companies. He is also co-owner of the Milwaukee Bucks NBA team.
Mr. Lasry received a B.A. in History from Clark University (1981) and a J.D. from New York Law School (1984).
Lisa Laukitis
SKADDEN, ARPS, SLATE, MEAGHER & FLOM LLP - Partner
SKADDEN, ARPS, SLATE, MEAGHER & FLOM LLP - Partner
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Ms. Laukitis handles distressed mergers and acquisitions as well as various financing arrangements, and she litigates disputes related to the use of cash collateral, DIP financings, sales under Section 363 of the Bankruptcy Code, modifications of labor agreements and retiree benefits, and plan confirmations.
Ms. Laukitis has experience in a wide variety of industries, including metals and mining, automotive, general manufacturing, energy, telecommunications, cable, retail and shipping.
Ms. Laukitis is currently representing Mr. William A. Brandt, Jr. as Chapter 11 trustee of CFG Peru Singapore (a significant Peruvian anchovy fishing operation) and represented Perfumania, Inc. and its affiliates (a manufacturer and retailer of fragrances and related products) in connection with their pre-packaged Chapter 11 cases. Prior to joining Skadden, Ms. Laukitis represented the following corporate debtors in their Chapter 11 cases: Molycorp (one of the world’s largest rare earth producers and processors), Fresh & Easy Neighborhood Markets (a chain of grocery stores in the western U.S.), Hostess Brands (producer of Hostess, Dolly Madison, Wonder and other branded bakery products), Allegiance Telecom (a large local exchange carrier), The Boyds Collection (a designer and manufacturer of gifts and collectibles), Norwood Promotional Products (a leading supplier of imprinted promotional products), NRG Energy (one of the largest independent power producers), Pierre Foods (a food product manufacturer), Tower Automotive (a Tier 1 automotive supplier) and Trico Marine Services (an oil-field services company). Ms. Laukitis also represented Penton Media in its prepackaged Chapter 11 case, as well as Cleveland Unlimited and other companies in connection with their out-of-court restructurings. She also regularly represents various private equity and hedge funds in connection with their investments in distressed companies.
Ms. Laukitis was named in IFLR1000 for 2018 and in Best Lawyers in America in 2015 and 2016. In 2013, she was named to the 40 Under 40 list by M&A Advisor and was named a Rising Star by both the New York Law Journal and Law360. In 2011, she was named an Outstanding Young Restructuring Lawyer by Turnarounds & Workouts.
A member of the American Bankruptcy Institute and Turnaround Management Association, Ms. Laukitis previously served on the Committee on Bankruptcy and Corporate Reorganization of the Association of the Bar of the City of New York and the Lincoln Center Business Council. She is currently a member of the board of directors of the Lower East Side Girls Club.
Ms. Laukitis has experience in a wide variety of industries, including metals and mining, automotive, general manufacturing, energy, telecommunications, cable, retail and shipping.
Ms. Laukitis is currently representing Mr. William A. Brandt, Jr. as Chapter 11 trustee of CFG Peru Singapore (a significant Peruvian anchovy fishing operation) and represented Perfumania, Inc. and its affiliates (a manufacturer and retailer of fragrances and related products) in connection with their pre-packaged Chapter 11 cases. Prior to joining Skadden, Ms. Laukitis represented the following corporate debtors in their Chapter 11 cases: Molycorp (one of the world’s largest rare earth producers and processors), Fresh & Easy Neighborhood Markets (a chain of grocery stores in the western U.S.), Hostess Brands (producer of Hostess, Dolly Madison, Wonder and other branded bakery products), Allegiance Telecom (a large local exchange carrier), The Boyds Collection (a designer and manufacturer of gifts and collectibles), Norwood Promotional Products (a leading supplier of imprinted promotional products), NRG Energy (one of the largest independent power producers), Pierre Foods (a food product manufacturer), Tower Automotive (a Tier 1 automotive supplier) and Trico Marine Services (an oil-field services company). Ms. Laukitis also represented Penton Media in its prepackaged Chapter 11 case, as well as Cleveland Unlimited and other companies in connection with their out-of-court restructurings. She also regularly represents various private equity and hedge funds in connection with their investments in distressed companies.
Ms. Laukitis was named in IFLR1000 for 2018 and in Best Lawyers in America in 2015 and 2016. In 2013, she was named to the 40 Under 40 list by M&A Advisor and was named a Rising Star by both the New York Law Journal and Law360. In 2011, she was named an Outstanding Young Restructuring Lawyer by Turnarounds & Workouts.
A member of the American Bankruptcy Institute and Turnaround Management Association, Ms. Laukitis previously served on the Committee on Bankruptcy and Corporate Reorganization of the Association of the Bar of the City of New York and the Lincoln Center Business Council. She is currently a member of the board of directors of the Lower East Side Girls Club.
Norm Lieu
CONWAY MACKENZIE - Director
CONWAY MACKENZIE - Director
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Norm Lieu is a Director at Conway MacKenzie and brings over 15 years of experience as a restructuring advisor, secured lender and leveraged finance banker.
Mr. Lieu has represented lenders and equity holders in a variety of workout and restructuring situations spanning the business services, consumer, education, industrial and healthcare sectors. At Conway MacKenzie, he provides financial advisory, capital raising and restructuring services, including financial modeling, business plan development, due diligence and valuation analysis.
Mr. Lieu is a member of the Turnaround Management Association and the American Bankruptcy Institute.
Prior to joining Conway MacKenzie, Mr. Lieu was an investment professional at a New York-based, lower-middle market debt fund, where he performed underwriting and portfolio management for both healthy and distressed investments, including Chapter 11 and 363 asset purchase transactions. He has also previously served as a restructuring advisor at CDG Group, performing diligence and monitoring distressed leveraged loan investments on behalf of lending groups. Earlier in his career, Mr. Lieu was an investment banker at Bear Stearns & Co., arranging over $2.6 billion of leveraged loans and high yield bonds to support LBOs and dividend recapitalizations in the industrial, consumer, healthcare and business services sectors.
Mr. Lieu has represented lenders and equity holders in a variety of workout and restructuring situations spanning the business services, consumer, education, industrial and healthcare sectors. At Conway MacKenzie, he provides financial advisory, capital raising and restructuring services, including financial modeling, business plan development, due diligence and valuation analysis.
Mr. Lieu is a member of the Turnaround Management Association and the American Bankruptcy Institute.
Prior to joining Conway MacKenzie, Mr. Lieu was an investment professional at a New York-based, lower-middle market debt fund, where he performed underwriting and portfolio management for both healthy and distressed investments, including Chapter 11 and 363 asset purchase transactions. He has also previously served as a restructuring advisor at CDG Group, performing diligence and monitoring distressed leveraged loan investments on behalf of lending groups. Earlier in his career, Mr. Lieu was an investment banker at Bear Stearns & Co., arranging over $2.6 billion of leveraged loans and high yield bonds to support LBOs and dividend recapitalizations in the industrial, consumer, healthcare and business services sectors.
Lorenzo Marinuzzi
MORRISON FOERSTER - Partner
MORRISON FOERSTER - Partner
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Lorenzo Marinuzzi is global co-chair of the firmwide Business Restructuring & Insolvency Group. He specializes in the representation of debtors, creditors, and creditors’ committees in bankruptcy cases, workouts, and litigation throughout the country. His cases have spanned a number of industries, including airline and cargo transportation, mortgage origination and servicing, retail, banking and finance, energy, telecommunications, and oil and gas.
Mr. Marinuzzi has represented the official committee of unsecured creditors in numerous recent chapter 11 cases, including Avaya Inc., Armstrong Energy, Inc., 21st Century Oncology Holdings, Inc., Peabody Energy, Inc., Energy Future Holdings, Corp., and UCI International, Inc. He also recently represented Maxus Energy Corporation in its chapter 11 case and HOVENSA LLC in its chapter 11 case.
Mr. Marinuzzi is listed as a leading lawyer in Chambers USA and has also been recommended by The Legal 500 US. He is ranked in The Deal’s Top Bankruptcy Lawyers, by volume (U.S. only) (Fourth Quarter, 2013) and was designated by Turnarounds & Workouts magazine as an Outstanding Young Restructuring Lawyer for 2007 and 2011, and an Outstanding Restructuring Lawyer for 2016 and 2017.
Mr. Marinuzzi received his B.A. from Fordham University in 1993 and his J.D. from Fordham University School of Law in 1996. While earning his law degree at Fordham, he was a staff member of the Fordham Urban Law Journal.
Mr. Marinuzzi has represented the official committee of unsecured creditors in numerous recent chapter 11 cases, including Avaya Inc., Armstrong Energy, Inc., 21st Century Oncology Holdings, Inc., Peabody Energy, Inc., Energy Future Holdings, Corp., and UCI International, Inc. He also recently represented Maxus Energy Corporation in its chapter 11 case and HOVENSA LLC in its chapter 11 case.
Mr. Marinuzzi is listed as a leading lawyer in Chambers USA and has also been recommended by The Legal 500 US. He is ranked in The Deal’s Top Bankruptcy Lawyers, by volume (U.S. only) (Fourth Quarter, 2013) and was designated by Turnarounds & Workouts magazine as an Outstanding Young Restructuring Lawyer for 2007 and 2011, and an Outstanding Restructuring Lawyer for 2016 and 2017.
Mr. Marinuzzi received his B.A. from Fordham University in 1993 and his J.D. from Fordham University School of Law in 1996. While earning his law degree at Fordham, he was a staff member of the Fordham Urban Law Journal.
Richard E. Mikels
PACHULSKI, STANG, ZIEHL & JONES LLP - Attorney
PACHULSKI, STANG, ZIEHL & JONES LLP - Attorney
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Mr. Mikels has extensive experience in commercial law, workouts, and reorganizations. He is known for representing significant debtor companies (both in chapter 11 and in out-of-court workouts), but also represents creditors' committees, boards of directors, insurance companies, hedge funds, claims traders, and acquirers of businesses.
Mr. Mikels is an adjunct professor at Boston University School of Law and has been listed in Chambers USA since 2003, Best Lawyers in America for Bankruptcy and Creditor Debtor Rights / Insolvency and Reorganization Law and Litigation - Bankruptcy since 1983, and Massachusetts Super Lawyers since 2004. Best Lawyers named him Bankruptcy and Creditor-Debtor Rights Lawyer of the Year in 2010 and Bankruptcy Lawyer of the Year in 2013. In 2004, Boston University awarded Mr. Mikels the Silver Shingle Award for Distinguished Service to the School of Law. He also holds an AV Preeminent Peer Rating, Martindale-Hubbell's highest rating for ethical standards and legal ability. He has been ranked as a "star performer" in Chambers for Massachusetts from 2008 through 2016, and is currently listed in New York and nationally.
Mr. Mikels is an adjunct professor at Boston University School of Law and has been listed in Chambers USA since 2003, Best Lawyers in America for Bankruptcy and Creditor Debtor Rights / Insolvency and Reorganization Law and Litigation - Bankruptcy since 1983, and Massachusetts Super Lawyers since 2004. Best Lawyers named him Bankruptcy and Creditor-Debtor Rights Lawyer of the Year in 2010 and Bankruptcy Lawyer of the Year in 2013. In 2004, Boston University awarded Mr. Mikels the Silver Shingle Award for Distinguished Service to the School of Law. He also holds an AV Preeminent Peer Rating, Martindale-Hubbell's highest rating for ethical standards and legal ability. He has been ranked as a "star performer" in Chambers for Massachusetts from 2008 through 2016, and is currently listed in New York and nationally.
Dave Miller
ELLIOTT MANAGEMENT CORP. - Equity Partner, Senior Portfolio Manager and Head of US Restructuring
ELLIOTT MANAGEMENT CORP. - Equity Partner, Senior Portfolio Manager and Head of US Restructuring
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Mr. Miller is a Portfolio Manager at Elliott Management Corp., a New York-based investment fund with approximately $27 billion in assets under management, and joined the firm in 2003 after having worked in mergers and acquisitions and financing advisory roles at Peter J. Solomon Company.
Mr. Miller received an A.B. degree, magna cum laude with high honors in field, from Harvard University.
He is currently a director of ventures including Brazil American Automotive Group, Inc., one of the largest automotive dealership groups in Latin America. He is also a past director of ventures including JCIM, LLC, an automotive component supply joint-venture affiliated with Johnson Controls, Inc, ISCO International, LLC, a telecommunications equipment manufacturer and SemGroup Energy Partners GP, the general partner of a publicly traded midstream energy company. Mr. Miller is involved with a number of the firm's investment practices.
Mr. Miller received an A.B. degree, magna cum laude with high honors in field, from Harvard University.
He is currently a director of ventures including Brazil American Automotive Group, Inc., one of the largest automotive dealership groups in Latin America. He is also a past director of ventures including JCIM, LLC, an automotive component supply joint-venture affiliated with Johnson Controls, Inc, ISCO International, LLC, a telecommunications equipment manufacturer and SemGroup Energy Partners GP, the general partner of a publicly traded midstream energy company. Mr. Miller is involved with a number of the firm's investment practices.
David Pauker
Independent Director and Turnaround Manager
Independent Director and Turnaround Manager
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David Pauker is a turnaround manager and restructuring advisor with more than 25 years of experience advising underperforming companies or their creditors, lenders and investors. A Fellow of American College of Bankruptcy, David has frequently been ranked among leading U.S. restructuring advisors. David was formerly the Executive Managing Director of Goldin Associates, a highly-recognized US restructuring advisory firm. He has been CRO, CEO, turnaround manager or financial advisor in many large bankruptcies and restructurings in diverse industries.
David was appointed to the Board of Directors of Lehman Brothers pursuant to its bankruptcy plan and is currently chairman of Lehman’s Legal Affairs Committee. He is Chairman of the GDB Debt Recovery Authority of Puerto Rico and a member of the boards of Social Accountability International and the ResCap Liquidating Trust. He was formerly on the boards of Terraform Power, Interstate Bakeries, WorldInvest and Associated Capital Investors.
He has frequently been called upon to investigate the financial affairs of troubled companies and has been appointed by the United States Department of Justice or the courts to act as trustee, examiner and mediator. He is a graduate of Cornell University and the Columbia University School of Law.
David was appointed to the Board of Directors of Lehman Brothers pursuant to its bankruptcy plan and is currently chairman of Lehman’s Legal Affairs Committee. He is Chairman of the GDB Debt Recovery Authority of Puerto Rico and a member of the boards of Social Accountability International and the ResCap Liquidating Trust. He was formerly on the boards of Terraform Power, Interstate Bakeries, WorldInvest and Associated Capital Investors.
He has frequently been called upon to investigate the financial affairs of troubled companies and has been appointed by the United States Department of Justice or the courts to act as trustee, examiner and mediator. He is a graduate of Cornell University and the Columbia University School of Law.
Ira Perlmuter
T5 EQUITY PARTNERS, LLC - Founder and Managing Director
T5 EQUITY PARTNERS, LLC - Founder and Managing Director
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Ira founded T5 Equity Partners, LLC as the direct, private equity investing affiliate of a family office. He has completed eleven acquisitions including several manufacturing companies, military parts businesses, oil and gas companies, and a community bank. Ira serves as Chairman of five of the companies and as Chairman of the Credit and Compliance Committees of the bank. He focuses on oversight of company operations, new business development, acquisitions and joint ventures with other family offices and companies. Ira is also a Founder of the Cleantech Family Office Syndicate, and has developed a program with the U.S. Department of Commerce, Minority Business Development Agency.
Ira has completed over $20 billion of restructuring, turnaround and bankruptcy/distressed M&A transactions in over 50 industries, as a banker, investment banker and principal. His own financial advisory firm, Cove Capital Advisors, Inc., completed over $5.5 billion of assignments. Among the more notable engagements were appointment as Trustee of the $700 million, Daewoo International (America) Corporation bankruptcy trust and serving as exclusive financial advisor to JP Morgan Chase on two multi-billion dollar bankruptcies.
Ira has completed over $20 billion of restructuring, turnaround and bankruptcy/distressed M&A transactions in over 50 industries, as a banker, investment banker and principal. His own financial advisory firm, Cove Capital Advisors, Inc., completed over $5.5 billion of assignments. Among the more notable engagements were appointment as Trustee of the $700 million, Daewoo International (America) Corporation bankruptcy trust and serving as exclusive financial advisor to JP Morgan Chase on two multi-billion dollar bankruptcies.
Jason Perri
American Industrial Partners - Partner
American Industrial Partners - Partner
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Mr. Perri joined American Industrial Partners in 2015. He most recently served as Managing Director at Spectrum Management where he helped lead the firm’s growth in private credit. Previously he spent seven years at Apollo Global Management where he was a Senior Principal leading investments in public and private special situations in the Strategic Value Fund. Prior to that, he was a founding member of H.I.G. Capital’s credit platform, Bayside Capital. He began his career in Blackstone’s Restructuring and Reorganization Group. Mr. Perri graduated from Harvard University with an AB cum laude in Economics and earned an MBA from Columbia Business School.
Andrew Ragsly
DEBTWIRE - Managing Editor, North America
DEBTWIRE - Managing Editor, North America
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The editorial team Andrew manages in New York routinely breaks news in restructuring, distressed and primary market situations. News and research content delves into recovery scenarios, relative value and buyside strategy. Andrew joined Debtwire in 2007 as a reporter covering industrial sectors. He became deputy editor of Debtwire North America in 2011, and took over as managing editor in 2012
Joseph Sarachek
TRIAX CAPITAL ADVISORS, LLC - Founding Principal
TRIAX CAPITAL ADVISORS, LLC - Founding Principal