NINTH ANNUAL FINANCE CONFERENCE Ideas, Insights, and Conversations Dinner Attendees (As of June 3, 2014) Conference Co-Chairs Roch Hillenbrand '72, P'98, Managing Director, Stony Brook Investments, LLC Edie Hotchkiss, Associate Professor, Finance, Boston College Hassan Tehranian P'15, Professor, Griffith Family Chair, Boston College Conference Event Staff Renee LeBlanc DeCesare MEd'06, Director, Boston College Sonia Furtado, Communications Specialist, Carroll School of Manag, Boston College Julie S. Kelley '07, MBA '17, Administrative Assistant, Boston College Kasey Preskenis '12, Staff Assistant, Boston College Attendees Ben Anderson, Associate Director, Boston College Jim Bacon '76, P'97,'11, Chief Executive Officer, Woodlands Financial, LLC Pierluigi Balduzzi, Professor, Finance, Boston College John Bohan '91, P'18, Private Investor Pat Bonan '79 Andy Boynton '78, P'13, Dean, Carroll School of Management, Boston College Steve Burns '82, President & CEO, PointProspect, Inc. Bill Buttrick '02, Communications Director, Lincolnshire Management Inc. Sam Buttrick Jack Callahan '79, P'16, Principal, Callahan Management Systems, Inc. Walter Casey '66, P'98, '00, Casey Capital Todd Chapman '94, President and CEO, JMA Ventures, LLC John Clavin '84, P'18, '18, Chief Business Development Officer, Merganser Capital Management Leo Corcoran '81, P'07, '09, President, Autumn Development Co Inc Tom Cosmer MBA'89, P'12, '16, Managing Director, BNY Mellon Investment Management Tim Cronin '92, Vice President, High Yield Analyst, State Street Global Advisors Mark D'Annolfo '83, Managing Director, Stephen D. Cutler Center, Babson College Dwight Davenport, Principal, Vodia Capital, LLC Melinda Davis MBA'01, Wealth Manager, Northstar Financial Planning, Inc. Paul Deeley '62, P'92, '95, '95, Senior Vice President, AHIM Michael Devlin '88, Managing Director, Curragh Capital Partners Gemma Dorsey '05, Associate Director, Boston College Joseph Downing '00, Chief Operating Officer, John Adams Innovation Institute George Fischer '83, Managing Director of Research, Macroeconomic & Structured, Fidelity Management & Research Company Fred Flynn '72, P'09,'13, Audit Committee Chairman, Polypore International Inc. John Franson MBA'95, Director, Globalview Advisors LLC Dan Fuss, Vice Chairman, Loomis Sayles & Company, L.P. Kathleen Gallanar '86, Director of Business Development, EurekaConnect LLC John Griffin, Jr. '65, P'93, '94, Of Counsel, Greenberg Traurig LLP Anthony Grillo P'05, '11, Managing Director, American Securities Opportunities Fund Christopher Grillo '05, MBA'13, Assistant to Vice President, President's Office, Boston College Joseph Guinta '83, Chief Investment Officer, Managing Member, Fair Haven Capital, LLC John Hackett '87, Chief Financial Officer, BDC Capital George F. Hamel, Jr., Founder and Chief Operating Officer, ValueAct Capital John Hamill Susan Harrington, Partner, Rubin and Rudman LLP Mark Herman '91, Vice President, Goldman, Sachs & Co. Drew Hession-Kunz MBA'99, Founder/President, i-Nalysis Clifford Holderness, Professor, Finance, Boston College Dan Holland '79, P'07, '08, Managing Director, Private Wealth Management, Goldman, Sachs & Co. Dan Holland '07, MBA'12, Senior Associate, Providence Equity Partners Mark Holland '71, P'10, President, Wellesley Financial Advisors, LLC Tim Howes, Assistant Professor, Finance, Johnson & Wales University Willis Hulings, Interim Advisor, MiddleGrounde Partners Peter Izzo '97, Wealth Management Advisor, Merrill Lynch Wealth Management Jack Joyce '61, MBA'70, Managing Director, Deutsche Bank Americas Gary Kayakachoian '79, Lecturer, Finance, University of Rhode Island Darren Kisgen, Associate Professor, Finance, Boston College Jeff Koplik MBA'11, Lead Specialist, ANSYS, Inc. Ken Lavin, Alumni Advisor, Economic Consultant, Northeastern University Rich Lindquist '82, P'15, Managing Director, Morgan Stanley Investment Management Michelle Lombardi '07, MBA'12, Portfolio Manager, Investment Solutions Group, State Street Global Advisors Nadya Malenk , Assistant Professor, Boston College Kathleen Mann '84, Senior Managing Director, State Street Global Advisors Alan Marcus, Professor, Mario J. Gabelli Endowed Professorship, Finance, Boston College Jeff McCarthy MBA'89, Executive Vice President, American Financial Systems, Inc. Beth McDermott, Associate Vice President, Boston College Rich McGowan, S.J. STM'83, Adjunct Associate Professor, Boston College Michael Millette MBA'94, P'15, Partner & Managing Director, Goldman, Sachs & Co. Bob Morrissey '60, P'86, '88, '91, '95, '97, Senior Partner, Morrissey, Hawkins & Lynch Dmitriy Muravyev, Assistant Professor, Finance Dept, Boston College John Murphy '71, P'99, '09, Independent Director, Legg Mason Dave O'Connor '86, P'16, '18, Senior Managing Partner, High Rise Capital Management, L.P. Kevin Phillips JD'75, P'14, Owner, Law Offices of Kevin P. Phillips Jeffrey Pontiff , Professor, James F. Cleary Chair in Finance, Boston College Bill Power '93, Managing Director, Citi Tom Rattigan '60, P'97 Jon Reuter, Assistant Professor, Boston College Dave Roache '77, Managing Director, Consilium Partners Max Rodriguez '96, Senior Vice President, First Pacific Advisors, LLC Mike Rogers '79, P'13, '14, '15, Executive Vice President, State Street Corporation Tom Ryan '63, P'98, Private Investor, The Connors Family Office Ronnie Sadka, Finance Professor, Boston College Louis Salemy '84, Partner, MTS Capital, LLC Susana Schroeder MBA'14, Senior Analyst, Cerulli Associates Alex Schwartz MBA'14, MBA Candidate, Boston College Bob Segal '87, CEO, Atlantic Capital Strategic Randy Seidl '85, P'13, '18, CEO/Founder, Revenue Acceleration, LLC Jon Simon '91, MBA'04, Director, Client Service, Batterymarch Financial Management, Inc. John Spinnato P'11, '15, Vice President N.A. Corporate Social Responsibility, sanofi-aventis David Sterner P'17, Senior Vice President, Wealth Management, Merrill Lynch & Co Philip Strahan, Professor, John J.L. Collins, S.J. Chair, Finance, Boston College Greg Strakosch '84, P'14, '16, '17, Chairman, CEO and Co-Founder, TechTarget Dick Syron '66, HON'89, P'08, Adjunct Professor, Finance, Boston College Jerome Taillard, Assistant Professor, Finance, Boston College Ron Thomann, Marketing, P/E Investments, LLC Joe Wickwire '86, Portfolio Manager and Equity Analyst, Fidelity Investments