LIAA Philadelphia Reunion Weekend Dinner and Seminar on May 13th :
Bill Klun (Lauder 88), Greg McKee (Lauder 96), Casey Santos (Lauder 01), and Davis Smith (Lauder 11)
Moderated by: Paul Aris (Lauder 87)
The Lauder Institute Alumni Association invites you to join fellow alumni at The Union League in Philadelphia for dinner on Friday May 13th from 7pm to 11:30 pm . Take advantage of the influx of alumni to Philadelphia for Wharton quintennial Class Reunions to network with many classes of alumni from all over the world. You will also get to hear from fellow distinguished alumni who will share with you their life experience after Lauder.
Together their careers have spun over 5 continents, and they have lived and worked in over 8 countries. They have worked for many prestigious firms on Wall Street from UBS, to General Atlantic, to major biotech corporations like Genzyme, as well as some of the top consulting firms like McKinsey, and major commodity firms like Louis Dreyfus. They have also started multiple new companies, and helped start up companies grow and successfully develop.
Come learn how much of their success they attribute to their Lauder experience, as well as to other life lessons they have gathered. Some of the questions that will be addressed include:
· How do you successfully negotiate with Russian mobsters while trying to close commodity trades in the wake of the break up of the Soviet Union?
· How do you learn the secrets of top Japanese policy decision makers, and how does that help you guide your company’s product introductions in Japan?
· How do you handle the pressure of managing live space shuttle launches while working in Mission Control at NASA, and how does that help you thrive in male dominated industries like technology, and private equity?
· Can you start a company that tackles global poverty while being profit driven enough to attract private equity investors?
· How do you steer start up biotech companies through the thicket of FDA approvals?
· How do you manage major infrastructure projects in Africa? Is the key to success negotiating with the central government, or getting the buy-in of local tribes whose lifestyle would be threatened by the project?
· How important is a spouse to help you balance life and work?
7:00pm – 8; 30 pm: Networking over Cocktails & Buffet Dinner
8:30 pm -9:30 pm: Presentations by Featured Speakers
9:30 pm -10 pm: Q&A
10:00 pm -11:30 pm: More Networking over Desserts and More Drinks
Location: Union League of Philadelphia, 140 South Broad Street, Philadelphia, PA 19102
Cost: $120 per alumni if you register by April 21st. (Use the discount code Lauder Love)
$150 per alumni from April 22nd to May 1st.
Bill Klun is an infrastructure finance specialist with over 20 years of experience in banking, investments and financial advisory. He has evaluated, structured and closed transactions ranging from $15 million to $1 billion. Bill serves on the investment committee for energy technology at the NJ Economic Development Authority and is a Special Advisor to the North American Development Bank. Bill is also a Partner in 545 Holdings LLC, which is an investment partnership targeted at distressed and economically challenged communities.
Bill is an Adjunct Professor of Finance at New York University, where he teaches environmental finance and is an NYU Professor at the New York City Accelerator for a Clean and Resilient Economy (“ACRE”), an incubator under the Polytechnic School of Engineering. He holds an MBA Finance and Operations Research from Wharton and earned his MA in International Relations from the University of Pennsylvania. Bill is an Honors graduate of Georgetown University's School of Foreign Service and resides in Pennington, NJ.
Casey Santos began her career at NASA’s Johnson Space Center in Mission Control as a propulsion systems engineer supporting multiple Space Shuttle missions including the first Mir/Space Shuttle docking mission and the first Hubble Space Telescope repair mission. She left NASA to be an IT consultant, working with business users and coding applications to serve multiple industries, such as Oil and Gas, Finance, Automotive, and Electronics. Following two years at Wharton studying international business, Casey worked for McKinsey as a consultant in Madrid and New York before transitioning to McKinsey’s private investment office as Director of IT.
Casey Santos joined General Atlantic in 2014 and works from the firm’s New York office. Currently in her role as Chief Information Officer at General Atlantic, Casey works to build applications and implement technology to support a global team of investment professionals, as well as provide support to investors and portfolio companies.
Ms. Santos holds a B.S. in Aeronautics and Astronautics from MIT and both an M.B.A. from the Wharton School and a Masters in International Studies from the Lauder Institute at the University of Pennsylvania.
Greg McKee is chief executive officer of CONNECT, a business accelerator focused on creating and scaling great innovative companies across the life science and technology disciplines. With over 25 years of leadership experience in the healthcare, investment management and investment banking industries, both in the United States and for 9 nears overseas, Mr. McKee brings an entrepreneurial and global perspective to CONNECT. Prior to CONNECT, he was chairman, president and chief executive officer of Nventa Biopharmaceuticals, and Akela Pharma, both publically traded biopharmaceutical companies. Previously Mr. McKee held senior management roles at Genzyme Corporation in Singapore and Boston, which was acquired by Sanofi-Aventis for $20 billion, and for UBS in Japan. Mr. McKee also served as Senior Advisor to the Former Minister of Foreign Affairs of Japan, Nakayama Taro.
An active member of Young Presidents Organization/World Presidents Organization, Greg earned a B.A., Economics from the University of Washington, a M.B.A from the Wharton School, and a M.A., International Studies from The Joseph H. Lauder Institute of the University of Pennsylvania and speaks fluent Japanese. Mr. McKee is an avid alpine climber, and ocean swimmer and lives in La Jolla with his wife Kiril and daughter Jordan Gray.
Davis Smith is the CEO of Cotopaxi, an outdoor gear brand with a humanitarian mission at its core. Cotopaxi has raised $11 million in venture capital since its launch in 2014 and is a Benefit Corporation. Davis is also currently a member of the nine-person United Nations Foundations Global Entrepreneur Council.
Prior to starting Cotopaxi, Davis was previously the Co-CEO of Baby.com.br and Dinda.com.br, Brazil’s Startup of the Year in 2012, which raised over $50M in venture capital. In 2004, he also founded, and later sold, PoolTables.com, America’s largest pool table retailer. Davis holds an MBA from the Wharton School, an MA in International Studies from the University of Pennsylvania’s Lauder Institute, and a BA from Brigham Young University. Davis is an avid outdoorsman and recently led the first successful crossing from Cuba to Florida via kayak. He lives in Salt Lake City, Utah with his wife, Asialene, and their three children.
Paul Aris, CFA runs a wealth management practice at Merrill Lynch focusing on serving the needs of affluent individuals and their families. He helps develop appropriate financial plans, investment strategies, and estate plans to help his clients achieve their financial objectives. He was formerly a Vice President in JP Morgan’s Private Bank. Before that, he managed a hedge fund focused on special situations investing. Prior to that, he was a Vice President at Chase Securities helping institutional clients hedge their market risks via derivatives, and a Capital Markets Specialist at Salomon Brothers. He holds the Chartered Financial Analyst designation. He is a Member of the Board of Directors of the LIAA, and is the Chair of its Committee on Continuing Education and Professional Development.
* Please note this event is NOT part of the official Wharton Reunion program. It was organized by your fellow alumni to encourage connection across the Lauder community.