Speakers include MBA alumnae, experts, and representatives of Forté sponsor companies and schools.
Ms. Cantrill is an executive vice president and the head of public policy for PIMCO. In this capacity, she helps coordinate the firm’s response to public policy issues and analyzes policy and political events for the firm’s Investment Committee. She is also a member of the firm’s Americas Portfolio Committee. Additionally, she is the co-head of PIMCO’s New York Office and is a founding member of PIMCO Parents, an initiative focused on supporting parents and families at PIMCO, and PIMCO Women, whose mission is to attract, retain, and develop women at PIMCO. Prior to joining PIMCO in 2007, she served as a legislative aide to a member of Congress, where she focused on fiscal and economic policy, and she also worked in the investment banking division at Morgan Stanley. She has 13 years of investment experience and holds an MBA from Harvard Business School and received her undergraduate degree in economics from Brown University. She is a CFA charterholder.
Laurie Coben is a Senior Managing Director in the firm’s corporate advisory business. She is a leading advisor to companies in the utility sector and recently joined Evercore to lead its power and utility investment banking practice in New York. Prior to joining Evercore, Ms. Coben was a Managing Director and the Global Co-Head of Energy & Power Investment Banking at Bank of America Merrill Lynch and was based in New York. She joined the M&A group at Merrill Lynch in 1994 as the specialist in power and utilities and went on to become head of the Power Group in 2001 and Co-Head of Energy & Power in 2002. Throughout her career, she has specialized in providing M&A and strategic advice to a broad range of U.S. and European utility companies. Prior to joining Merrill Lynch, she spent 8 years as a generalist in the M&A group at Salomon Brothers. Ms. Coben’s Corporate M&A experience includes advising Fortis on its acquisition of CH Energy, AES on its acquisition of DPL, Duke Energy on its spinoff of Spectra Energy, PPL on its acquisition of E.On’s U.S. utility business, Cinergy on its merger with Duke Energy, FPL in its announced mergers with Constellation Energy and Entergy which were ultimately abandoned, CP&L on the acquisition of Florida Progress, New England Electric on its sale to National Grid and acquisition of Eastern Utilities Associates, Allegheny Power in its attempted merger with DQE, PanEnergy on its merger with Duke, Brooklyn Union on its merger with LILCO and the transaction to sell electric distribution assets to the Long Island Power Authority, Pacific Enterprises on its merger with Enova, Delmarva on its merger with Atlantic Energy, and Kansas City Power and Light on its attempted merger with Utilicorp and hostile defense from Western Resources. Ms. Coben has also worked on a number of generation asset transactions, including advising national Grid on the sale of the Ravenswood plant to TransCanada, advising Unicom on the sale of its fossil generation to Edison Mission Energy, and New England Electric Systems on the divestiture of its generating business, which was the first utility divestiture that was completed as part of a state mandated transition to competitive generation markets. She has a B.A. in History and Economics for Colgate University and an M.B.A from the Harvard Business School.
The Paradox of Leadership is a boutique leadership education firm based in New York City and serving clients globally. As an Executive coach, trainer, and speaker, Valia works with leaders and organizations that yearn for a more meaningful and impactful way of working, communicating, and leading. This talent development work delivers subtle yet profound mindset shifts that revel in the paradox of leadershipit all begins within. Valia’s passion for leadership is driven by rich professional experience in marketing, branding, and consulting with one common denominatorthe ability to drive transformational success through a fierce commitment to the human side of business. Valia’s clients range across industry and scope with three targeted specialties: High-potentials making a shift from functionally-excellent individual contributors to high-impact leaders of people; Executives on-boarding into a senior management or leadership role; Senior Executives seeking a trusted advisor to help navigate the complexities of their personal and professional worlds. Recent client highlights include: HBO, McKinsey & Company, Digitas, Kiehl’s, Soul Cycle, Edelman, New York City Economic Development Corporation, New York University (Stern), Georgetown University. Valia’s depth and breadth of experience allow her to bring a fresh, creative, and grounded perspective to all clients. To learn more, please visit: valiaglytsis.com/services.
Courtney Haydon is a Managing Director in the Financial Sponsors Investment Banking Group at Guggenheim Securities where she evaluates and structures strategic alternatives and monetization opportunities for private equity portfolio companies and potential acquisition targets. Prior to Guggenheim, Ms. Haydon was a part of Bank of America Merrill Lynch’s Financial Sponsors Group where she was a key contributor and driver in the origination, valuation and execution of over $50 billion of private equity transactions including LBOs, IPOs, strategic acquisitions, refinancings and dividend recapitalizations across a wide variety of industries. Prior to becoming an investment banker, Ms. Haydon spent 4 years working in New York City as a Coastal Engineer designing solutions for water-based engineering projects around the world. Ms. Haydon received a Master of Business Administration in 2006 from The Wharton School of the University of Pennsylvania. She also holds a Bachelor of Science in Civil Engineering from North Carolina State University and a Master of Science in Coastal Engineering from the University of Delaware.
Haidee Lee is the Head of the U.S. Sell Side M&A Group at Credit Suisse and joined the firm in 2016. She began her career at UBS Investment Bank, where she spent 15 years advising clients on a variety of M&A assignments across several industries, including General Industrials, Business Services, Technology and Consumer Products. Haidee was a senior member of UBS’ Exclusive Sales & Divestitures Group for 10 years. Prior to joining Credit Suisse, Haidee was a Managing Director at BMO Capital Markets where she was Head of the Financial Sponsor M&A business. Haidee received her B.A. from Wellesley College and lives in New York City with her husband and two children.
Barbara Mariniello is a Managing Director in Debt Capital Markets at Barclays. Barbara is based in New York and leads Debt Capital Markets coverage for the Consumer Products, Retail and Healthcare sectors. She has led over $300 billion of bond issuances across USD, EUR, GBP, JPY and has arranged financing for numerous acquisitions and spin-offs. Prior to joining the firm in September 2008, Barbara held a similar position at Lehman Brothers. She started at Lehman Brothers in 1999 and has covered various sectors in Debt Capital Markets throughout her career including Real Estate and Industrials. Barbara is a member of Barclays’ Senior Core Recruiting Team, Investment Banking Diversity Committee and Women’s Initiatives Network. Working Mother magazine named Barbara a “Woman of Achievement” and a “Working Mother of the Year” for 2014. Working Mother noted Barbara’s ability to succeed in business as a trusted advisor to marquee clients, contribute to the future success of the company by training, mentoring and promoting junior bankers, and being a culture carrier within Barclays, all while raising three children under the age of eight, volunteering at her children’s schools and serving as a youth soccer coach. Barbara received an MBA from the MIT Sloan School of Management and a BA in Mathematics from Cornell University.
Denise has an extensive background in Human Resources with over 20 years experience in leading firms including Philip Morris (now Altria), Citigroup, and Deutsche Bank. For over 10 years, Denise has focused on Diversity and Inclusion, starting the first Diversity function at Citibank and managing Diversity in the Americas for Deutsche Bank. Her expertise includes developing and enhancing the effectiveness of Diversity programs and strategies, consulting with senior leaders to develop practical solutions to business issues, enhancing the effectiveness of employee resource groups, and implementing professional development programming for diverse populations. In addition, Denise has experience in HR Legal Compliance, Recruiting, Generalist and Employee Relations functions. She has a J.D. from New York Law School and a B.S. from Pace University. She lives in Harding Township, New Jersey with her husband Steve and Bichon Frise, Maddie.
Elizabeth Philipp joined Angelo, Gordon & Co. in 2014 as a Managing Director. She focuses on institutional client development and consultant relations. Prior to joining the firm, Elizabeth was with PIMCO for 18 years, most recently as Executive Vice President in institutional client management. While at PIMCO, she managed the firm’s New York office and was a client strategist for public, corporate and non-profit clients and a product manager for emerging market and real return strategies. Previously, she worked in derivatives trading and as a credit analyst at Bank of America. Elizabeth is a CFA charterholder, and holds a B.B.A. degree from the University of Iowa and an M.B.A in finance and international business from the University of Chicago Graduate School of Business.
Scott founded Training The Street in 1999 with the desire to combine his passion for finance and his love of teaching. In addition to his responsibilities as CEO and principal, Scott is an instructor, oversees content innovation for Training The Street, and is a lead relationship manager for the firm. Scott began his professional career as an analyst with Merrill Lynch´s M&A group in New York. After gaining transactional experience in a broad range of industries and with a wide spectrum of clients, Scott decided to draw more directly on his teaching gifts. He began working with Merrill´s Analyst and Associate Investment Banking Training Programs, ultimately becoming the lead instructor, content administrator, and manager. After Merrill, Scott felt a calling to contribute more directly to society and taught at The Field School in Washington, D.C., where he also coached several sports teams. Recognizing a need for analysts to gain a better grasp of financial and valuation modeling, Scott decided to build on his classroom teaching experience and founded TTS to meet a rising demand for high-quality, hands-on instruction in the application of finance theory through real-world simulation.subsidiary of Martin Marietta Materials.
Jill Schwartz is Global Head of Leveraged Finance. Prior to taking on this role Jill was Co-Head of Global DCM & RSG. Jill also chairs the Diversity Council for Barclays International. Jill joined Barclays in 2010 as Head of the Risk Solutions Group for the Americas, responsible for leading the group’s focus on interest rate and foreign exchange risk management for corporations. She took on additional responsibility in September 2014, being named Co-Head of the Debt Capital Markets and Risk Solutions Group for the Americas. Prior to joining Barclays, Jill spent 18 years at JPMorgan in various corporate risk management functions. From 2009-2010, she headed up the commodities risk management team focused on advising end users around their energy, metals and agricultural risks. From 2005-2009, Jill ran Corporate Foreign Exchange (FX) Sales and a number of industry teams across FX and interest rate risk management. Prior to joining the interest rate and FX derivatives teams, Jill held various posts in the JPMorgan consulting group, working on projects for the Office of the Chairman. Jill graduated in 1992 from Cornell University and completed both the Chemical Bank Management Training Program and the Associate Training Program. For her commitment to the advancement of women and diversity, Jill was recently inducted into the YWCA’s Academy of Women Leaders in 2013.
Nicole joins GOTJ as an executive coach and lead trainer for MBA and financial services clients. Nicole is also taking us global! Fluent in five languages and having lived in 9 countries, Nicole is ready, willing and able to meet you in Europe or Asia for your training needs. A Wall Street veteran, Nicole has held senior business and HR roles at Bloomberg, Merrill Lynch, McKinsey and Goldman Sachs. As an HR Business Partner, Nicole focused on talent management, leadership development, organizational change and executive coaching. Prior to that, she worked in Global Markets at Merrill Lynch and Goldman Sachs.Assistant in the Bureau of Economic and Business Affairs at the US Department of State. Stacey is active in Diversity and Recruiting initiatives across Global Banking & Markets. She is a Global Advisor to the Women’s Leadership Council. She is co-captain of the Smith College, Mt. Holyoke College, Wellesley College and University of Chicago Booth School of Business recruiting teams. She is on the MBA Diversity Fellowship Recruiting Committee. Stacey holds a BA from Smith College and an MBA from the University of Chicago Booth School of Business. She is a Henry Crown Fellow of the Aspen Institute and on the Board of the Ann Richards School Foundation.