- Friday, February 5, 2016 at 12:20pm – 1:10pm
Harold Kelly is Head of Global Convertible and Derivative Arbitrage for Och-Ziff and is a member of Och-Ziff's Partner Management Committee. Prior to joining Och-Ziff in 1995, Mr. Kelly spent seven years trading various financial instruments and held positions at Cargill Financial Services Corporation, Eagle Capital Management, Merrill Lynch International, Ltd.…
- Wednesday, January 27, 2016 at 5:30pm – 6:30pm
Jodi H. Selvey serves as Senior Vice President of Colliers International Atlanta specializing in office tenant representation. She joined the firm in 2003 and in 2005 became the first female partner. In 2011 she became the No. 1 Office Tenant Rep broker in the Atlanta office. In 2014 Jodi was named one of Atlanta's…
- Thursday, November 19, 2015 at 9:30am – 10:30am
Senator Gramm joined Lone Star Global Acquisitions as Vice Chairman in December of 2012. He served as Vice Chairman of UBS Investment Bank from December 2002 to December 2011. At UBS he provided senior leadership in such landmark IPOs as Visa, the Bank of China, the China Merchants Bank and LGPhillips in Korea.…
- Thursday, November 12, 2015 at 5:30pm – 6:30pm
Robert Chanin has been in the financial services industry in Macon, Georgia for thirty-six years. He was trained as an Investment Broker by The Robinson - Humphrey Company in 1979 where he worked until 2007. For the last eight years, Robert has been Senior Vice-President/Investments and Portfolio Manager at Stifel Nicolaus & Company.
Robert received a Bachelor of Business Administration Degree from the University of Georgia in 1970. While at Georgia, Robert served on the Student Government Council, was President of the Inter Fraternity Council, Member of Blue Key, Gridiron Secret Society, and Sphinx. Robert also played on the University of Georgia Golf team.
- Wednesday, November 4, 2015 at 5:00pm – 7:00pm
Elaine Krehmeyer has over 25 years of professional experience in financial services, with 15 years spent directly recruiting and managing college students and graduates. She has personally reviewed over 10,000 resumes and interviewed and hired thousands of candidates for highly sought after internships and analyst programs. Elaine received her undergraduate degree from the University of North Carolina at Chapel Hill, an MBA from Georgia State University and is a Certified Professional Coach.
- Friday, October 16, 2015 at 12:30pm – 1:30pm
Phillip E. Casey has held every top management position with Gerdau Ameristeel since joining the second-largest North American mini-mill steelmaker in 1994. He serves as a director and the board's non-executive chairman, and he previously was the company's president and CEO. Gerdau Ameristeel's 17 steel manufacturing operations generated revenues totaling $4.2 billion in 2009. He previously held executive positions with Florida Steel and Birmingham Steel, and he served 14 years in various financial management assignments with domestic and international affiliates of the Exxon Corp. Casey graduated from the Terry College in 1967 with a bachelor's degree in finance.
- Friday, October 16, 2015 at 12:30pm – 1:30pm
Phillip E. Casey has held every top management position with Gerdau Ameristeel since joining the second-largest North American mini-mill steelmaker in 1994. He serves as a director and the board's non-executive chairman, and he previously was the company's president and CEO. Gerdau Ameristeel's 17 steel manufacturing operations generated revenues totaling $4.2 billion in 2009. He previously held executive positions with Florida Steel and Birmingham Steel, and he served 14 years in various financial management assignments with domestic and international affiliates of the Exxon Corp.
- Wednesday, October 7, 2015 at 5:30pm – 6:30pm
Join us for a round table discussion with Miles Theodore (BBA '02), Daniel Allman (BBA '05) and Keenan O'Brien (BBA '12) of Eastdil Secured.
- Friday, October 2, 2015 at 12:20pm – 1:10pm
John Mangan is a private investor in Charlotte NC, is active in the US public securities markets and has ownership positions in several private companies in industries ranging from energy, industrial ( aggregate and cement), software and agriculture. From 1998-2006 John was the Founder, CEO and CIO (Chief Investment officer) of Mangan & McColl Partners and FBR Arbitrage, LLC a $1billion + hedge fund company with several funds invested in the same strategy.
- Thursday, September 17, 2015 at 5:00pm – 6:00pm
- Thursday, April 16, 2015 at 5:30pm – 6:30pm
Join us for a roundtable discussion with Blakely Engel from Bank of America.
Recently recognized by Forbes as 30 Under 30 in Finance, Blakely earned her B.B.A. in both Finance and Management from The University of Georgia's Terry College of Business in 2007. She began her career in commercial banking in Bank of America's formal credit training and development program. During her nearly 8 year career at Bank of America, Blakely has been promoted from Credit Analyst to Underwriter, Senior Underwriter, and Credit Analyst Manager in the Georgia/Alabama Middle Market portfolio. She is currently a Senior Portfolio Management Officer with primary credit responsibility over a Middle Market portfolio of approximately 20 clients.
Check out the Forbes article on Blakely.
Dress is business casual and food will be provided for registered guests.
The Terry Talks Series is sponsored by Textron, Inc.
Terry Talks Financial Advising, Andrew Sullivan (BBA 1989), Sullivan & Schlieman Wealth Management, LLC
- Wednesday, April 8, 2015 at 12:20pm – 1:10pm
Join us for a round table discussion on financial advising with Andrew Sullivan of Sullivan & Schlieman Wealth Management, LLC. Andrew Sullivan is managing partner and senior wealth advisor of Sullivan & Schlieman Wealth Management, LLC. In this role, he offers access to a full range of comprehensive financial services, including estate, financial and income planning, as well as strategic and tactical portfolio construction and management.
Prior to forming Sullivan & Schlieman Wealth Management, LLC in 2008, Andrew was a financial advisor and senior vice president at SunTrust Investment Services for nearly 20 years. He has been in the financial services industry since 1989. Andrew graduated from The University of Georgia with a bachelor's degree in finance in 1989 and received a master's degree in international business from Georgia State University. He is a certified financial planner™ designee, earned through studies conducted at Oglethorpe University. Currently, Andrew serves on the executive committee and is chairman of the board of trustees at The Schenck School, where he also serves as chairman of the school's financial aid committee.
Andrew is a member of the annual fund committee for Children’s Healthcare of Atlanta. He is also a member of the Woodward Board of Governors. A passionate UGA alumnus, Andrew is a member of the Terry College of Business alumni board. He served on the board for Habitat for Humanity North Central Georgia and also served as the organization's treasurer. Andrew also served on the Development Committee for Wesleyan School for four years. In 2011, in recognition of Andrew's community involvement, he was nominated for the Turknett Leadership Character Award. Andrew and his wife, Donna, reside in Alpharetta, GA with their two children, Drew and Katie. He spends his free time with his family. They enjoy frequent trips to their house on Lake Hartwell. Andrew is also an avid hunter, traveling across the U.S. and various other countries for the sport. Andrew and his family are active members of Johns Creek Baptist Church.
Dress is business casual. Food will be provided for registered guests.
Terry Talks are sponsored by Textron, Inc.
- Friday, April 3, 2015 at 12:20pm – 1:10pm
Join us for a roundtable discussion with Brittany Clark of PwC. A 2014 graduate of the University of Georgia, Brittany holds a BBA in both Marketing and MIS from the Terry College of Business and BA in Latin. A member of the top undergraduate team in the 2013 Deloitte Case Competition, Brittany was also an involved member of the Society for Management Information Systems. During her junior year, Brittany interned with PwC in Advisory Services Technology Consulting and upon graduation, joined the PwC team as an Associate focusing on Operations and Supply Chain in SAP. Brittany loves to travel and has visited 16 different countries! Outside of work she also enjoys snowboarding, water sports, live music, and walking her dog Sugar.
Dress is business casual, and food will be provided for registered guests.
Terry Talks are sponsored by Textron, Inc.
- Thursday, March 26, 2015 at 5:30pm – 6:30pm
Join us for a round table discussion with Don Lancaster, Vice President, Tax at United Parcel Service, Inc. (UPS) headquartered in Atlanta, Georgia. UPS is the world’s largest package delivery company, a leader in the U.S. less-than-truckload industry and the premier provider of global supply chain management solutions. UPS delivers packages each business day for 1.5 million shipping customers to 7.9 million receivers in over 220 countries and territories. In 2014, UPS delivered 4.6 billion packages with total revenue of $58.2 billion. As VP of Tax, Don is responsible for the world-wide tax function at UPS. This includes all aspects of US domestic and international tax risk, compliance, planning and tax accounting. Don joined UPS in 1997 as the Director of Tax Controversy, handling IRS Audits, Appeals and Litigation for the Company. He has also worked as Director of Tax Research and Planning handling tax strategic planning for operations as well as mergers and acquisition tax structuring and diligence. Prior to joining the UPS Tax Department in 1997, Don practiced law in Atlanta with the firm Chamberlain Hrdlicka and was responsible for representing companies and individuals in federal and state tax disputes at IRS Appeals, US Tax Court, and US Federal District Courts. Don received his degree in Accounting from Mississippi State University in 1987, his law degree from Emory University Law School in 1990, and an LLM (Masters in Tax Law) from New York University Law School in 1992.
- Tuesday, March 24, 2015 at 5:30pm – 6:30pm
Join us for a round table discussion with Gene Haley, Founder & CEO of Wilmington Pharmaceuticals. Gene brings more than 35 years of experience in developing corporate strategies, driving business in high-growth environments and creatively building value through the development of strategic partnerships and acquisitions. He has held leadership positions at AAIPharma, Eastman Kodak’s imaging subsidiary Qualex Inc, and Fuqua Industries. His key positions held include International Managing Director, Chief Financial Officer and Executive Vice President of Global Marketing and Sales. Gene is active in the North Carolina entrepreneurial community and is a member of the North Carolina Small Business & Technology Development Center Board of Advisors, a member of the Biotech Advisory Committee of Southeastern North Carolina and a member of the University of North Carolina Wilmington Cameron Executive Network. Gene holds a degree in Accounting from the University of Georgia.
Dress is business casual and food will be provided for registered guests. Terry Talks are sponsored by Textron, Inc.