- Key Initiatives
- Faculty & Research
- Annual News and Finance Conferences
- No Free Lunch Seminar Series
- Systemic Risk Conferences
- Annual Dinner Reception
- Financial Career Events
- Seminar: Accelerating Your Career in Investment Banking
- Seminar: Capital Structure in Major Corporations
- 2011-2014 Annual Program for Financial Studies Conferences
The Program for Financial Studies Executive Advisory Board is an assembly of leaders in the financial community who come together to review the Program's activities and advise on specific Initiatives, as well as contribute to research and data collection. Working closely with faculty members, the executive board helps shape the direction of the Program by providing recommendations to the director and the dean on current and potential initiatives intended to promote idea sharing in the field of financial studies, and to connect the School’s world-class faculty members with external audiences.
The aim of the executive board is to ensure that the program delivers relevant and forward-thinking content to all of the constituents it serves: students, faculty members, alumni, and industry practitioners. Executive board members are invited to join based on expertise and willingness to become actively engaged with the program.
Executive Board Members
Maliz Beams ’85, CEO, ING Retirement, ING (Retired)
Jim Brett ’90, Managing Partner, JTB Capital Partners LLC
Candace Browning ’79, Head, Global Research, Bank of America Merrill Lynch
Mark M. Collins, Jr. ’83, Partner, Brown Advisory
Nicholas Galluccio ’78, President and CEO, Teton Advisors, Inc.
Takis P. Georgakopoulos GSAS ’99, Head of Treasury Services, Corporate & Investment Bank, J.P. Morgan
Douglas R. Jamieson ’82, President and Chief Operating Officer, GAMCO Investors, Inc.
Jeffrey L. Kaplan, Chief Operating Officer, Appaloosa Management LP
James C. Katzman ’92, Head of West Coast M&A, Goldman Sachs (Retired)
Lisa Marchese ’97, Senior Vice President of Corporate Development, American Express
Christian Mariager ’88, CEO, Tiger Stores (Retired) and Senior Partner Emeritus, McKinsey & Company
John J. Moon, Managing Director, Morgan Stanley Private Equity, and Adjunct Professor of Finance, Columbia Business School
Prem Parameswaran ’95, Group Chief Financial Officer and President, North America, Eros International USA Inc.
Evan Picoult ’85, Managing Director, Citigroup, and Adjunct Professor of Decision, Risk and Operations, Columbia Business School
Thomas Vandever ’98, Head of FIG M&A (Americas), Barclays
Ms. Beams joined ING in 2011 as CEO of ING US Retirement. Prior to her current role, she served as President and CEO of TIAA-CREF’s Individual and Institutional Services Llc. Ms. Beams has also held executive leadership roles at Zurich Scudder Investments, Fleet Financial, American Express, and Citibank. She is a Board Member of Employee Benefits Retirement Institute, Member of the CEO Task Force for Retirement Services ACLI, Board Member of New England Aquarium, and Overseer Mount Auburn Hospital, a teaching hospital of Harvard University. Named one of the top 10 most influential women in Financial Services 2 years by US Banker. Listed Who's Who of American Women.
Ms. Beams received an MBA in Marketing and Finance from Columbia Business School and a BA in English from Boston College.
Mr. Brett is Managing Partner of JTB Capital Partners LLC. Prior to his current role, he was a Managing Director with J.P. Morgan, where he headed the Global Cash Equities Business with regional responsibility for the Americas Equity Business at J.P. Morgan.
Mr. Brett received an MBA from Columbia Business School and a BA in economics from Columbia College.
Ms. Browning is head of BofA Merrill Lynch Global Research, which has over 1,000 employees located across 20 countries. Her team provides economic forecasts for nearly 60 countries as well as investment recommendations and analyses on approximately 40 currencies, 19 commodities, 3,300 stocks and 1,000 credits. Most recently the group was named Top Global Research firm of 2011 by Institutional Investor. Ms. Browning joined Merrill Lynch in 1990 as a US airline analyst, ranking in Institutional Investor's all-star analyst survey 17 consecutive years. She is a member of the St. Paul’s School Board of Trustees and has been named for the last three years by American Banker as one of the Top 25 Most Powerful Women in Finance.
Ms. Browning received an MBA from Columbia Business School and a BA in history from Brandeis University.
Mark M. Collins, Jr. is a Partner with Brown Advisory in Baltimore and a General Partner of Savano Capital, a direct secondary fund. He also serves as Chairman of Dillon Trust Company, Director of Brown Brothers Harriman mutual funds, Domaine Clarence Dillon and Pinnacle Care International. Previously, Mr. Collins was an investment banker in corporate finance with First. Boston. In government, he served in the International Division of the Treasury Department and as U.S. Director to the World Bank. Also in Washington, he was a partner with Trinity International advising U.S. companies on international projects and fund development.
Mr. Collins earned his BA from Middlebury College and MBA from Columbia Business School. He has been involved in his community as Chairman of Living Classrooms; the Maryland/DC Nature Conservancy; and trustee of Groton School.
Portfolio manager of the GAMCO Westwood SmallCap Equity Fund, Mr. Galluccio joined Teton Advisors, Inc. in 2008, after serving at Trust Company of the West (TCW) as the group managing director, U.S. Equities, and senior portfolio manager for $4.5 billion in assets in the TCW Small Cap Value Added Funds and TCW Mid Cap Value Opportunities Funds. Mr. Galluccio’s career with TCW spans over a quarter of a century, having joined TCW in 1982 from Lehman Brothers Kuhn Loeb where he was a security analyst following the semiconductor industry.
Mr. Galluccio received an MBA from Columbia Business School, an MA from Columbia University, and a BA from University of Hartford. He serves on the Board of Regents at the University of Hartford, where he chairs the investment committee.
Prior to taking on his current role, Mr. Georgakopoulos was Chief of Staff and Head of Strategy for the Corporate Investment Bank. He also spent four years in London, where he was instrumental in building J.P. Morgan’s Global Corporate Bank, first as Chief Financial Officer and then as Global Head of Coverage for Multinational clients.
Mr. Georgakopoulos joined J.P. Morgan as head of Corporate Strategy in 2007 and was heavily engaged in the strategic review of the firm's businesses. He helped assess and prioritize on-going and new initiatives across the company and was responsible for evaluating global growth opportunities. Takis also addressed a wide-range of issues impacting the overall financial health of the firm, including those resulting from the financial crisis of 2008-09 and related M&A activity. He held that position from 2007 to 2010.
Before joining the firm, Mr. Georgakopoulos worked for the management consulting firm McKinsey & Company in New York, where he became a partner in 2006. In that capacity he advised several of the leading US banks and Asset Managers on strategy and was one of the leaders of McKinsey’s Asset Management and Retirement practices.
Mr. Georgakopoulos has a PhD in Mathematical Economics from the Technical University of Athens, an MA in Mathematics of Finance from Columbia University and an undergrad in Electrical Engineering and Computer Science. During his PhD he worked as a researcher for the European Commission where the economic models he built were regularly used to evaluate the economic impact of European integration as well as energy-economy-environment interactions of policy actions then under consideration.
Mr. Jamieson has served as President and Chief Operating Officer of GAMCO Investors since August 2004. He has also served as President or Chief Operating Officer of GAMCO Asset Management Inc. (a wholly-owned subsidiary of the Company) since 1986 and as director of GAMCO Asset Management Inc. since 1991. In addition, Mr. Jamieson serves as President and a director of Gabelli Securities, Inc. (a majority-owned subsidiary of the Company), as director of GAMCO Asset Management (UK) Ltd. (a wholly-owned subsidiary of the Company), and as a director of several Investment Partnerships that are managed by Gabelli Securities, Inc. He was a securities analyst with Gabelli & Company, Inc. from 1981 to 1986.
Mr. Jamieson received an MBA in Finance and Accounting from Columbia Business School and a BA in Economics and International Relations from Bucknell University.
Mr. Kaplan joined Appaloosa in 2011 as Chief Operating Officer. Prior to his current role, he spent 24 years in M&A and leveraged finance, joining Merrrill Lynch in 1987. Until joining Appaloosa, he was Global Head of Mergers and Acquisitions and Corporate Finance at Bank of America Merrill Lynch. Prior to this appointment he was a managing director and Global Head of Financial Sponsors at Merrill Lynch & Co. In addition, Mr. Kaplan was Executive Vice President of MacAndrews & Forbes from 1992–1996.
Mr. Kaplan received a BS–MBA in Accounting and Finance from New York University and was an Applied Mathematics major at Brown University.
Mr. Katzman retired from Goldman Sachs in 2015 after 17 years with the firm. He was the Head of M&A for the West Region, based in San Francisco. He was based in New York from 1998 until 2006, when he relocated to San Francisco, and was named partner in 2004. He advised on numerous merger transactions across a variety of industries, including several raid defense assignments against hostile suitors and activist investors. Mr. Katzman is a trustee of the San Francisco Ballet and the Boys & Girls Clubs of Metropolitan Phoenix, and he serves on the President's Leadership Council of Dartmouth College.
Mr. Katzman received an MBA in Finance and Accounting from Columbia Business School, where he was a Merit Fellow, and an AB in Economics from Dartmouth College.
Ms. Marchese leads a team whose global responsibilities include the coordination of acquisitions, investments, joint ventures, partnerships and divestitures for the Company, as well as the evaluation of potential acquisition targets and management of deal structures and negotiations.
Prior to her current role, Ms. Marchese was senior vice president, International Business Development. In addition to her broad business development duties, she also managed the start-up Payback coalition business in Mexico. A calculated risk-taker with deep payments and loyalty industry knowledge globally, Ms. Marchese has championed a number of transformational deals within American Express, the acquisition of Revolution Money (now the Serve software platform) to access new payment forms, the acquisition of Loyalty Partner to enter the coalition loyalty business, and the sale of the Brazilian business and subsequent partnership with Bradesco to continue to drive growth in emerging markets – just to name a few. Before joining American Express, Lisa was a consultant at A.T. Kearney and Sibson & Company in their financial services practice.
Ms. Marchese holds a MBA from Columbia University and graduated from Barnard College with a Bachelor’s degree in Psychology.
Operating Partner, L Catterton Partners
CEO, Tiger Stores (Retired)
Senior Partner Emeritus, McKinsey & Company
Mr. Mariager joined L Catterton Partners in London as an operating partner in 2016. He served Tiger Stores until 2013 as chief executive officer. Mr. Mariager is also a senior partner emeritus with McKinsey & Co. where he led the firm’s Global Consumer Strategy Practice, a role he took on in 2006. He previously served a broad range of McKinsey’s global consumer clients from assignments in Japan, Copenhagen, and New York.
Mr. Mariager received an MBA from Columbia Business School and a BS from the Copenhagen School of Economics.
Mr. Moon initially joined Morgan Stanley Private Equity in 1998 and was promoted to managing director of Morgan Stanley in 2002. Prior to rejoining Morgan Stanley in 2008, Mr. Moon was a managing director of Riverstone Holdings LLC where he served on the Investment Committees of the Carlyle/Riverstone Global Energy & Power Funds III and IV. Prior to joining Riverstone, Mr. Moon was a founding partner and managing director of Metalmark Capital LLC. He is a former member of the Investment Committees of Morgan Stanley Capital Partners III and Morgan Stanley Capital Partners IV and Metalmark Capital Partners I. Mr. Moon served on the Board of Directors of the following Morgan Stanley Capital Partners portfolio companies: Aventine Renewable Energy, Cantera Resources, Canyon Gas Resources, Concert Capital Resources, Triana Energy/Columbia Natural Resources, and Union Drilling. He currently serves as a director of Triana Energy Investments and Trinity CO2, both Morgan Stanley Capital Partners V portfolio companies. Prior to joining Morgan Stanley in 1998, Mr. Moon was a vice president in the Investment Banking Division of Goldman Sachs in New York.
Mr. Moon teaches "Advanced Corporate Finance," which applies corporate financial theory to cases of financial policy, financial instruments, and valuation.
Mr. Moon received an AB, magna cum laude, from Harvard College. He also received an AM and PhD in Business Economics from Harvard University.
Mr. Parameswaran is the CFO and President, North America of Eros International USA Inc., a Bollywood film management company. Previously, he was managing director of investment banking at Jefferies & Company, Inc. Prior to joining Jefferies, he was a managing director and Americas Head of Telecom in the Global Telecommunications and Media Group in the Investment Banking Division at Deutsche Bank and was with Goldman Sachs where he was a vice president and head of the integrated communications provider sector in the Investment Banking Division. Mr. Parameswaran has now been advising clients in the global telecommunications and media sector for over 18 years including mergers and acquisitions, privatizations, and public and private equity and debt financings. He has executed more than 140 transactions and has played a leading role in selected assignments for AT&T, SBC Communications, Reliance Globalcom, Clearwire, RCN, Vonage, Cbeyond, Paetec, Time Warner Telecom, NuVox, Grande, KPNQwest, US Lec, McLeod USA, Qwest, Global Crossing, NTT, Level 3, Frontier, Sabre, and others. In addition, he recently advised John Henry, Tom Werner, and Larry Lucchino in their acquisition of the Boston Red Sox. Prior to investment banking, he played a season of professional ice hockey in Europe.
Mr. Parameswaran received an MBA with Honors from Columbia Business School and a BA from Columbia University. He sits on the Board of the Columbia University Alumni Trustee Nominating Committee and has also established the Prem Parameswaran Family Scholarship at Columbia Business School.
Mr. Picoult initially joined Citibank in 1980 and has worked within Citi's Risk Architecture Department since 1988. Mr. Picoult has served as the North American chair of ISDA's (the International Swap and Derivative Association) Risk Management Committee since the mid-1990s; he is on the Board of Advisors of the IAFE, (the International Association of Financial Engineers) and co- chair of the IAFE's Credit Risk Committee, and he was on the Board of Directors of the IACPM (the International Association of Credit Portfolio Managers) until 2008.
Mr. Picoult teaches Risk Management, which focuses on the measurement, management, and mitigation of market, credit, and liquidity risk and the interaction of these three forms of financial risk.
Mr. Picoult received an MBA from Columbia Business School, a PhD in physics from Columbia University, and a BS from New York University.
Mr. Vandever joined Barclays as Head of FIG M&A (Americas) in 2014. Prior to Barclays, he was a managing director in investment banking at Goldman Sachs & Co., where he was responsible for investment banking coverage of insurance companies and other financial institutions at Goldman Sachs. His clients included many of the largest US life insurance companies, US and Bermuda property/casualty insurance companies, and other insurance industry participants. Mr. Vandever has worked on approximately 75 announced transactions spanning advisory, public securities offerings, private equity, principal investing, structured finance, capital management, and derivative transactions. Prior to joining Goldman Sachs, he worked in various roles at Merrill Lynch, PMA Capital, and Deloitte & Touche, where he was a certified public accountant.
Mr. Vandever received an MBA from Columbia Business School and a BA from the University of Pennsylvania.