Confirmed Keynote Speaker
Gary W. Loveman, Ph.D., Former President, Consumer Health and Services of Aetna, & Former CEO of Caesars Entertainment Corporation
Gary Loveman, Ph.D., is the former President of Consumer Health and Services, Aetna’s health services business. The Consumer Health and Services organization is responsible for helping Aetna members achieve their best health and for fostering innovative collaborations with health care providers to improve the overall quality, cost and experience for Aetna members. Dr. Loveman led the company’s population health management and consumer engagement strategies, health and clinical services, care management, digital consumer health products, analytics and data science, pharmacy, and marketing.
Prior to joining Aetna in October 2015, Dr. Loveman served as Chairman, CEO and President of Caesars Entertainment Corporation. He joined Caesars as chief operating officer in 1998. During his tenure, Dr. Loveman oversaw a period of growth that included several major acquisitions making Caesars the largest and most diversified company in the gaming industry. In 2008, Caesars went private in a $30.7B transaction led by Apollo and TPG. He pioneered the use of cutting-edge technology and data analytics to deliver unsurpassed customer service and consumer experiences. Dr. Loveman also led the development of Wellness Rewards, Caesars’ widely recognized, incentive-based health and wellness program for the company’s 70,000 employees and their families. He was voted “Best CEO in the Hospitality Industry” for four consecutive years by the Institutional Investor magazine and was inducted into both the Hospitality and Gaming Halls of Fame.
From 2012-2015, Dr. Loveman chaired the Business Roundtable’s Health & Retirement Committee, which focuses on improving the quality and affordability of the nation’s health and retirement systems. Earlier in his career, Dr. Loveman was an associate professor at Harvard Business School, where he taught service management. He holds a Ph.D. in economics from M.I.T., where he was an Alfred Sloan Doctoral Dissertation Fellow, and a bachelor’s degree in economics from Wesleyan University. He serves on the Board of Trustees at Boston Children’s Hospital and served previously on the Visiting Committee of the M.I.T Department of Economics and the boards of FedEx, Coach and Ventas, Inc.
Meet the Speakers
Reshmi is an assistant editor at Debtwire, where she focuses on covering distressed and restructuring situations in the retail and technology space. Prior to joining Debtwire in 2008, she worked at Prospect News and Forbes magazine. Reshmi started her journalism career as a researcher at the NewsHour with Jim Lehrer. She attended Bryn Mawr College and earned a Master’s degree in journalism from Northwestern University and a master's degree in public policy from the University of Chicago.
Colm Doherty is Debtwire’s Global Head of Primary Market Analysis. He is responsible for leading the production of primary market analysis and reports focused on the leveraged loan and high yield bond markets. Prior to joining Debtwire, Colm was Director of Analysis at Thomson Reuters LPC covering leveraged loans, CLOs and high yield bonds.
Colm has a B.A. in Economics & Legal Science from National University of Ireland Galway and an MSc. in Accounting & Finance from Ulster University.
Gregg Galardi is a restructuring attorney with broad global experience. Gregg has represented some of the most well -known debtors and distressed borrowers in the world, in a wide variety of industries. Gregg has over 25 years of experience in both in court and out of court restructurings and reorganizations. He also serves the firm's sponsor client base and portfolio company clients in distressed M&A and special situations.
Gregg is a Fellow of the American College of Bankruptcy. He formerly served as an adjunct professor at Vanderbilt Law School and is a frequent speaker on Chapter 11 issues.
Gregg has garnered significant accolades for his work, including recognition as a “Star Individual” by Chambers & Partners. Chambers USA has recognized Gregg in the area of Bankruptcy/Restructuring. His “reputation as an outstanding practitioner precedes him,” as he “is considered one of the foremost restructuring experts in the country,” with “a very strong track record in large debtor cases.” In addition, he has been praised for his “understanding of client objectives” and for “wanting to execute aggressively and take a pragmatic approach in reaching those goals.” Gregg “does a great job of being succinct and capturing issues in a way that can be digested by business people.” In 2013 and 2014, the Global M&A Network honored Gregg as one of the Top 100: Global Restructuring and Turnaround Professionals. The Legal SOD United States has recommended him, as he has a “wealth of experience.”
Alexander Gladstone is a Senior Reporter at Debtwire North America, specializing in corporate restructurings in the energy, transportation, and aerospace & defense sectors. He is a founding member of the Debtwire Investigations project. Prior to joining Debtwire in 2014, Alex spent several years as a foreign correspondent in Shanghai, China, where he wrote for publications including the China Economic Review, China Daily, and Shanghai Daily. He graduated from Kenyon College in 2009 with a double major in Political Science and International Studies.
With 25 years of commercial real estate expertise, Andy Graiser is a founder and Co-President of A&G Realty Partners, a leading commercial real estate firm. Specializing in right sizing a company’s real estate portfolio through occupancy cost reductions, lease disposition, real estate sales and subleasing. Andy is a renowned industry leader, having led many of the largest dispositions and rent renegotiation deals in the retail sector.
Andy is known for his ability to creatively develop solutions for A&G clients to right size their real estate portfolio. Through prudent and innovative uses of capital, Andy creates structures to ensure a certainty of results for many well-healed companies in order to reduce their restructuring reserves. He was the first to lead an out-of-court restructuring for a retailer, and he has recognized the need to assist retailers in their growth strategies by acquiring companies or portfolios on their behalf and structuring and managing the wind-down of all unwanted assets. Most recently, Andy has expanded A&G’s business services into non-retail sales and supermarket advisory and has recently been retained to sell office buildings, warehouses, distribution centers, corporate headquarters, college campuses, residential portfolios, waterfront estates and shopping centers.
A&G Realty Partners has represented some of the country’s leading brands including RadioShack, Pier1, Office Depot, A&P, CVS, La-Z-Boy, Sbarro, Kenneth Cole, Aerosole, BiLO, bebe, Brookstone, Gymboree, BonTon, Dowling, ITT and Christopher & Banks, to name a few. Andy is a longtime member of the Turnaround Management Association, and the International Council, where he has been a frequent expert panelist. His industry insight is often relied on by prominent media outlets, including CNBC, Bloomberg, MSNBC and Women’s Wear Daily. Andy also serves on the boards of the National Kidney Foundation and the Raggio Institute.
Manny Grillo represents secured and unsecured creditors, Chapter 11 debtors and borrowers, as well as both sellers and purchasers in distressed mergers and acquisitions. He regularly advises banks, hedge funds, sponsors and other financial institutions regarding insolvency and restructuring matters in complex financings and securitizations. Prior to joining Baker Botts, he was a Partner at Goodwin Procter, Torys LLP and Salans/Christy & Viener. He began his career as an Honors Program Attorney in the Office of the United States Trustee for the Southern District of New York of the U.S. Department of Justice. Manny earned his BSFS from Georgetown University and his JD from Fordham University School of Law.
Prior to joining Intrepid, Matt was a senior member of the Restructuring group at Lazard, a partner in the distressed investment funds of Eos Partners, and a proprietary investment analyst in Merrill Lynch’s principal investments area, where he focused primarily on distressed and credit investment opportunities. He began his career as an analyst and trader in the mortgage- and asset-backed securitization markets.
Matt has over 19 years of experience in the capital markets, primarily in the areas of capital structure advisory and turnaround investing. He has advised companies, creditors and investors in connection with numerous restructurings, recapitalizations and asset sales, and also invested in dozens of such situations as a principal.
Matt is a Chartered Financial Analyst (CFA) and a Certified Insolvency & Restructuring Advisor (CIRA). He is a member of the CFA Institute, the American Bankruptcy Institute, the Turnaround Management Association, the Association of Insolvency & Restructuring Advisors, and the New York Society of Securities Analysts.
He holds an M.B.A. in Finance & Accounting from the University of Chicago Booth School of Business and an A.B. in Economics from the University of Michigan.
Christopher Kearns specializes in financial restructuring advisory services, crisis management, and expert testimony in the troubled company and corporate finance environment. He has been the primary financial advisor to parties in interest in numerous complex, multinational matters. He has served as Chief Executive Officer, Chief Restructuring Officer, Responsible Officer, Receiver, and Trustee. He has provided expert testimony in various jurisdictions on matters of fraudulent conveyance, valuation, solvency, make-whole damages, contract breach, liquidation, structured finance, and distressed situations. He has advised major investment banks and potential purchasers on acquisition strategies and post-merger integration.
Before co-founding Capstone Advisory Group, LLC, Mr. Kearns was a Senior Managing Director at the Policano & Manzo legacy practice of FTI Consulting and he was also with the predecessor firm Kahn Consulting. Previously, he spent 3 years with Bristol-Myers Squibb in assignments that included assistant corporate controller. He also spent 10 years in the mergers and acquisitions group and the audit practice of a major international public accounting firm. Education and Affiliations Mr. Kearns holds a BBA in accounting from Iona College. He is a Certified Public Accountant, Certified Fraud Examiner, Certified Turnaround Professional, and Certified Insolvency and Restructuring Advisor. His memberships include the AICPA, New York State Society of CPAs, and Association of Insolvency and Restructuring Advisors. He is the past president of the Friends of Mercy Medical Center (Long Island, NY). He served as president of the New York chapter of the Turnaround Management Association and as Chairman Emeritus of the New York City Chapter of the Leukemia and Lymphoma Society. He has served as a member of the Board of Directors for aaiPharma Inc., a contract research company; the Make-A-Wish Foundation of Metro New York; a manufacturer of building products; and Outsourcing Solutions, Inc., a service company.
Michael joined Knighthead in January 2018 to focus on distressed situations, corporate restructurings and sovereign restructurings. He is a sector generalist and has over three decades of experience in the U.S. power generation sector. From 2011 until 2017, Mr. Lipsky was a Partner and Senior Portfolio Manager of MatlinPatterson Global Advisers LLC. During his seven year tenure, he was the portfolio manager of the MatlinPatterson Global Opportunities Fund which invested in distressed and special situations with a focus on financial restructurings and bankruptcies across a wide range of industries. From 2009 until 2011, Mr. Lipsky was a Managing Director at Blackrock, Inc. where he was the portfolio manager for the Value Credit Partners fund and head of distressed investments in leveraged finance. Prior to joining Blackrock in 2009, Mr. Lipsky was a Senior Partner and head of Distressed Products for R3 Capital Partners. He held a similar role with Lehman Brothers’ Global Principal Strategies team from 2007 to 2008. From 2000 until 2007, Mr. Lipsky was at Deutsche Bank Securities, Inc. and was most recently a Managing Director in the Global Distressed Products group. From 1996 to 2000, Mr. Lipsky was an Associate in the Fixed Income Currencies and Commodities Group at Goldman Sachs & Co. Mr. Lipsky received his Bachelor of Arts degree in English and Biology from the University of Pennsylvania in 1992 and graduated Beta Gamma Sigma from Columbia Business School in 1996.
Kate Marino has covered leveraged financial markets and M&A since 2005, including reporting on the high-yield market for SourceMedia and risk arbitrage opportunities at dealReporter. She joined Debtwire in June 2007, when she helped launch its coverage of the leveraged loan market in North America and currently serves as Deputy Editor.
- Joined Jefferies over 8 years ago
- 3 years at Miller Buckfire& Company, as a Managing Director and Co-Head of the firm’s Mergers & Acquisitions practice
- 4 years at ChaninCapital Partners, as a Managing Director and the head of the M&A Group
- 10 years at Prudential Securities including as a Managing Director and the Head of M&A Group
- Mr. Morgner has executed over 100 advisory transactions, including restructurings and reorganizations, exchange offers, distressed sales, mergers and acquisitions, exclusive sales, management and leveraged buyouts
- He has authorized over 75 financial opinions/valuation reports
- Mr. Morgner has been qualified as a valuation expert in federal court and chairs the Jefferies Fairness / Valuation Committee and the Jefferies Continuing Education Training Committee
- Mr. Morgner has been profiled as a “Face of the Middle Market” in The Daily Dealand has appeared on CNBC’s “Wake Up Call” and “Street Signs”
- He received an AB cum laude from Dartmouth College
- Kevin Phillips is a Senior Managing Director at Cantor based in New York and is the Global Co-Head of the Power, Energy & Infrastructure Investment Banking platform
- Previously, Kevin served as the Managing Director and Global Joint Head of the Jefferies Power, Utilities and Renewables team
- Kevin also served as a Managing Director in Bank of America Merrill Lynch’s Corporate Finance Investment Banking group, focused on Power, Renewables and Infrastructure and has more than 19 years of investment banking experience at Jefferies, Bank of America Merrill Lynch, Lazard and Credit Suisse
- Representative clients for whom Kevin has advised on M&A, restructurings, leveraged finance and structured commodities transactions include Macquarie, Calpine, NRG, La Paloma, Entegra, Granite Ridge Energy, Bosque Power, Kelson Energy, LS Power, Harbinger, Fortress, Castleton, International Power and Wayzata
- Kevin received his JD, MBA and BSFS degrees from Georgetown University
Dawn Ragan has 20 years of experience in financial services and turnaround and dispute resolution management. She is skilled in quickly assessing complex situations, developing effective operational and financial restructuring solutions, and managing multiple constituencies. She has experience in a number of industries, such as: Construction, Consumer Products, Entertainment, Food and Beverage, Healthcare, Hospitality and Timeshare, Manufacturing, Real Estate, Retail and Technology. Dawn’s engagements have included assets and operations in China, Japan, Europe, Australia, Argentina, Mexico, Canada and the United States. She has served in a variety of interim management positions including CFO, COO and Chief Restructuring Officer (CRO), and has provided expert witness testimony.
Chérie Schaible is the General Counsel at Ankura where she is responsible for all legal, compliance, corporate governance, and regulatory affairs. Chérie has more than 15 years of experience advising and representing clients on corporate governance, complex corporate transactions, restructurings, financings, regulatory, and compliance matters. Her wide range of clients has included corporations, financial institutions, institutional investors, insurance companies, and private equity and hedge funds. She is based in New York.
Chérie was previously associate general counsel and managing director at AIG Investments where she managed a team of attorneys responsible for supporting a full range of investment transactions, including fixed income securities, loans, equity investments, and life settlements.
Chérie was directly responsible for advising clients that managed more than $5 billion on restructurings, high-yield transactions, and residential mortgage lending.
She supported the compliance department on various matters and worked with the regulatory team on processes to facilitate Federal Reserve regulations, including corporate governance, policies, procedures, and legal entity reporting. She advised on the impact and implementation of processes and procedures to comply with the Volcker Rule of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
Mr. Stone joined Stephens in February 2018 as Managing Director. Prior to joining Stephens, Mr. Stone was a Managing Director at Blackhill Partners. He has over 20 years of experience advising corporate, creditor and private equity clients involved in complex capital structure challenges. Mr. Stone has executed a wide range of restructurings, mergers and acquisitions and capital transactions involving both public and private corporations. Having founded and managed two oil and gas companies and participated on multiple boards of directors, he focuses on bringing a strategic and organizational perspective to the financial advice and execution provided for clients.
Through the course of his career, Mr. Stone has advised companies and their stakeholders in the energy, maritime, technology manufacturing and consumer products industries among others.
Mr. Stone received his MBA (Sord Scholar) from McCombs School of Business at the University of Texas and his BBA in Accounting from Baylor University.
Jack M. Tracy II is a former practicing restructuring attorney. Prior to joining Debtwire, Jack practiced in the New York offices of Akin Gump Strauss Hauer & Feld LLP and Willkie Farr & Gallagher LLP. He has represented debtors, official committees and ad hoc groups in several high-profile restructurings, including those of Energy Future Holdings, Edison Mission Energy, James River Coal Company, Cengage Learning, Legend Parent (M*Modal), Interfaith Medical Center, Broadview Networks and Otelco.
Louis Wang is a Principal at Third Point and focuses on event-driven opportunities in global corporate and sovereign credit. Since joining the firm in 2012, Mr. Wang has represented Third Point in numerous restructurings, including, most recently, as a member of the Ad-Hoc Committee of High Yield Bondholders in the cross-border restructuring of CGG SA. Prior to joining Third Point, Mr. Wang was an analyst at Silver Point Capital covering credit opportunities in the gaming, industrial, and services sectors. He graduated summa cum laude from the University of Pennsylvania with a B.S. in Economics from the Wharton School and a B.S. in Engineering from the School of Engineering and Applied Science.
Keith Wofford, co-managing partner of the firm’s 300-lawyer New York office, focuses on bankruptcy and creditors' rights. Keith primarily acts on behalf of investment funds specializing in distressed debt, and potential acquirers of assets of distressed companies. He regularly represents ad hoc committees of secured and unsecured creditors in Chapter 11 cases and in out-of-court workouts, and he also represents official committees in Chapter 11 cases.
Keith has been particularly active with respect to inter-creditor disputes, credit-bidding transactions and other acquisitions of company control through debt positions. In addition, he regularly represents clients in bankruptcy courts and other venues. Keith has represented a major energy trading concern with respect to the renegotiation or settlement of trading relationships (encompassing physical and financial trades) with several debtor counterparties (including Enron Corp., Bethlehem Steel Corporation, Mirant Corp. and others).
Prior to joining Ropes & Gray, Keith was a senior securitization analyst in the structured finance group at Moody's Corporation.
Kyle Younker is an Associate Editor for Debtwire North America, where he has covered a variety of distressed situations. Some of his favorite names over the years have been Peabody Energy, Molycorp, Cobalt International, and Cenveo. He studied economics at the University of Minnesota and public policy at Georgetown, and started in journalism as a correspondent in Argentina.