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Boston Networking Trip

Boston Networking Trip. Friday, April, 25 th 2008 James Kenney Junior, Vice President. Schedule of Events. 9:00 AM to 10:00 AM: Wellington Management Panel of a Sr. Manager and Jr. Associate/Analyst 10:30 AM to 11:30 AM: Huron Consulting Group

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Boston Networking Trip

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  1. Boston Networking Trip Friday, April, 25th 2008 James Kenney Junior, Vice President

  2. Schedule of Events 9:00 AM to 10:00 AM: Wellington Management Panel of a Sr. Manager and Jr. Associate/Analyst 10:30 AM to 11:30 AM: Huron Consulting Group Peter Resnick, Managing Director of Boston Office Brian Christie, Managing Director 12 noon to 2:00 PM: The Bank of NY Mellon Mr. James Palermo, CEO of BNY Mellon Asset Servicing 2:45 PM to 3:45 PM: Summit Partners Peter Trovato, Associate

  3. Highly visible institutional investment management company with over $550 Billion AUM Serves as an advisor to over 1,500 institutions from more than 40 countries Not a brokerage, lending, or underwriting firm…strictly investments Global and Domestic Equities, Fixed Income, Commodities, Currency

  4. Prided on their “team” approach to investing “independent” research and management teams no i-banking or other client relationships formal yet collegial culture pioneered the “morning meeting” Proprietary in-house research shared across the organization used only for managing client portfolios Private Partnership, focused entirely on clients

  5. Full fledged consulting firm offering services to public and private companies, banks, private equity firms, law firms, hospitals, colleges and universities Solves problems for its clients Disputes, lawsuits, financial re-filings Bankruptcy and distressed companies, restructurings Similar to “advisory” side of the Big 4 Operates under 4 main Practices or Service Lines 1. Corporate Consulting (think Bain or McKinsey) 2. Health and Education Consulting 3. Legal Consulting 4. Financial Consulting (think FTI)

  6. Commenced operations in May 2002, became public through an IPO in October 2004, spun off from Arthur Andersen right after Enron, projected earnings of over $ 1 Billion by end of year 2009 Mid Sized Firm, with 12 offices here and abroad, over 1,600 employees and constantly growing Conducted over 5,300 engagements for more than 2,400 clients in just 5 years Worked with... 50 largest law firms on the globe 85 of the top 100 research universities 17 of the top 25 teaching hospitals the top 25% of USA based healthcare systems 15 of the top 25 managed care organizations

  7. BNY Mellon

  8. “Private Equity + Venture Capital” – Building Companies of Extraordinary Value Firm has offices in Boston, London, and Palo Alto Since 1984, Summit has raised over $9 Billion Invested in more than 295 companies, completed over 125 IPO’s, and 110+ strategic sales / mergers

  9. Over 85 Investment Professionals MD’s average over 17 years of PE/VC experience Focus on financial and operational issues facing entrepreneurs and managers of “growth” companies Invest in growing and profitable companies with: established business models, records of revenue growth, strong leadership capable of expansion

  10. Industry focus: business services, communications technology and services, consumer products, energy, financial services, healthcare, internet, media and entertainment, semiconductors, and electronics PE: $30 million to $450 million VC: $5 million to $30 million Transactions structured for long-term growth, ensure financial stability, and maximize shareholder value

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