Keynotes:

About our Keynote Speakers:

Scott C. Malpass
Vice President and Chief Investment Officer
University of Notre Dame

Scott C. Malpass is vice president and chief investment officer at the University of Notre Dame. He oversees investment of the University's endowment, working capital, pension and life income assets of $3.5 billion.

Having served as chief investment officer since 1989, Mr. Malpass works closely with the investment committee of the University's Board of Trustees in managing the University's financial assets. These include an endowment valued at approximately $3 billion — the 19th largest in American higher education and the largest at a Catholic university — as well as the University's pension plan and various short-term assets.

For the fiscal year ended June 30, 2000, the endowment returned a record 57.9 percent, the highest return for any American university and the subject of extensive media coverage in The Wall Street Journal, The Chronicle of Higher Education, U.S. News & World Report, The New York Times, and on CNBC.

Mr. Malpass is a 1984 Notre Dame graduate and received a master of business administration degree from the University in 1986. He returned in 1988, from the Wall Street firm, Irving Trust Company, and became chief investment officer the following year when the University's endowment stood at $450 million. In 1996, Mr. Malpass was appointed associate vice president for finance and chief investment officer, taking on responsibility for all other financial management activities of the University.

With his guidance, a new budgeting structure was created within the University's first budget office, and the office of student financial services was formed to integrate the University's financial aid and student receivables functions to better serve the financial needs of students.

Elected a vice president by the University's Board of Trustees in 1999, Mr. Malpass advocated further change in 2003 when a realignment of the University's financial management, consistent with his blueprint, was approved by the Board of Trustees. It split the responsibilities of the chief investment officer and vice president for finance into two vice presidencies.

Mr. Malpass has coordinated the University's debt financing activities since 1990, and Notre Dame is one of a small number of large, private universities with an Aaa rating from Moody's Investors Service. He also is a concurrent assistant professor of finance and business economics in the Mendoza College of Business at Notre Dame and a director or advisory council member for several investment and not-for-profit organizations.

Alan Patricof, Co-Founder, Apax Partners

Alan Patricof is co-founder of Apax Partners, Inc. (formerly Patricof & Co. Ventures, Inc.). Alan founded the firm at a time when venture capital was at an incipient stage and has been instrumental in growing the industry from a base of high net-worth individuals to its position today with broad institutional backing.

Alan has helped build several major global companies and was instrumental in the start-up, financing, and subsequent strategic guidance that helped facilitate the growth of companies such as America Online, Office Depot, Cadence Systems, Apple Computer, FORE Systems, NTL, Audible, Inc. He was a founder and chairman of the board of New York magazine, which later acquired the Village Voice and New West magazine.

In addition to setting himself apart as a successful investor and fundraiser, Alan has been an untiring advocate of the VC industry in the United States and worldwide. He played a key role in the more important legislative initiatives, including the definitive Plan Asset Regulation that set the basis for all future institutional participation in investment partnerships. Outside of venture capital, he has also been involved in efforts to achieve securities litigation reform and capital gains tax reduction.

In the philanthropic arena, Alan is currently a board member of TechnoServe, the Trickle Up Program, the National Foundation for Teaching Entrepreneurship (NFTE), and the Global Advisory Board of Endeavor Inc.

Alan has applied the disciplines of a thirty-plus year career in private equity to address social inequities in the developing world, and over the past several years he has traveled extensively in Asia, Latin America, and Africa. In that connection, he serves as an advisor to the International Finance Corporation (IFC), which is the commercial arm of the World Bank. He was selected to be a member of the UNDP Commission on Private Sector & Development, and as a member of the Council on Foreign Relations, he sits on the African Policy Board. Alan was also vice chairman of the Commission on Financing Capital Flows to Africa sponsored by the Corporate Council on Africa, the Institute for International Economics, and the Council on Foreign Relations. He has participated in the “Big Table” meeting of finance ministers under the auspices of the Commission for Africa (CFA), which is part of the United Nations.

Alan is very active in the New York community as a board member of both the New York Small Business Venture Fund and New Jobs for New York Association. He also serves on the board of trustees of Columbia University Graduate School of Business.

He has written extensively on venture capital and on challenges in the developing world. Most recently he has had several Op-Eds appear in the Financial Times, and a thought piece on private-sector involvement in the developing world appeared in the April 2005 issue of the Milken Institute Journal.

Alan holds a BS in finance from Ohio State University and an MBA from Columbia University Graduate School of Business.

Steven Rattner
Managing Principal
Quadrangle Group LLC

Prior to founding Quadrangle, Mr. Rattner was Deputy Chairman and Deputy Chief Executive Officer of Lazard. Mr. Rattner founded Lazard's Media and Communications Group and has been involved in many of the largest and most important transactions in these industries. Mr. Rattner, who joined Lazard in 1989 as a General Partner, was previously a Managing Director at Morgan Stanley, where he also founded the Communications Group. He serves on the boards of a number of nonprofit organizations and writes regularly on economic and public policy matters. Mr. Rattner holds a B.A. with honors in economics from Brown University and was awarded the Harvey Baker Fellowship.

Quadrangle Group LLC, a private investment firm, invests in mature and high-growth media and communications companies in the United States and Europe through a $1.1 billion private equity fund and in the securities of financially troubled companies across industry groups through a separately managed distressed debt investment program, which currently includes $1.4 billion of capital. Both investment programs seek to maximize value by leveraging our extensive experience, knowledge and industry relationships.

Quadrangle was founded in March 2000 by former executives of Lazard Frères & Co. Quadrangle is based in New York City and currently has over 40 employees, including 20 investment professionals.

David E. Shaw
Chairman
D. E. Shaw & Co., Inc.

David E. Shaw is the chairman of the top-level corporate entities of the D. E. Shaw group, a specialized investment and technology development firm with approximately $19 billion in assets.  Dr. Shaw is also a senior research fellow in the Center for Computational Biology and Bioinformatics at Columbia University, and directs an interdisciplinary research group that focuses on the use of molecular simulation technologies to elucidate the structure and function of biological systems.  He also serves as chairman of the Schrodinger companies (which produce software used for drug discovery), and of the top-level parent company of Attenuon, LLC (a pharmaceutical firm focusing on cancer therapeutics).  The author of 81 scholarly publications, Dr. Shaw received his Ph.D. from Stanford University, and served on the faculty of the Computer Science Department at Columbia University until 1986, when he turned his attention to the emerging field of computational finance.  In 1994, he was appointed by President Clinton to the President’s Committee of Advisors on Science and Technology.  Dr. Shaw currently serves as treasurer of the American Association for the Advancement of Science, and is a member of the executive committee of the Council on Competitiveness.

Samuel Zell
Chairman
Equity Group Investments

A native Chicagoan, Samuel Zell is a graduate of the University of Michigan and the University of Michigan Law School.   Mr. Zell began his career in real estate while an undergraduate at the University by managing apartment buildings throughout Southeast Michigan.   He continued his interests in real estate with the founding of Equity Group Investments, L.L.C. (formerly known as Equity Financial and Management Company), an entrepreneurial investment firm based in Chicago where he currently serves as Chairman of the Board.

Mr. Zell maintains substantial interests in and serves as Chairman of the Board of various corporations which include Anixter International (AXE), a value-added provider of integrated networking and cabling solutions that support business information and network infrastructure requirements; Equity Lifestyle Properties, Inc . (ELS), a self-administered and self-managed equity real estate investment trust which owns and operates manufactured home communities in 26 states; Equity Residential (EQR), the largest apartment real estate investment trust in the United States; Equity Office Properties Trust (EOP) the largest office portfolio of any publicly traded, full-service office company in the United States; Capital Trust (CT), a specialized real estate finance company; and Covanta Holding Corp. (DHC), a world premier owner and operator of modern waste to energy facilities .   All of these are publicly traded companies.

Mr. Zell recently completed a two-year term as Chairman of the National Association of Real Estate Investment Trusts (NAREIT).   He serves on the JPMorgan National Advisory Board, the EuroHYPO International Advisory Board, the President's Advisory Board at the University of Michigan, the Visitor's Committee at the University of Michigan Law School, and with the combined efforts of the University of Michigan Business School, established the Zell/Lurie Entrepreneurial Center.   Mr. Zell's continual assistance to Michigan's MBA program has also enhanced the Business School's Polish Studies Program. He was appointed a DeRoy Visiting Professor in Honors at the College of Literature, Science and the Arts at the University of Michigan.   He is a long standing supporter of the University of Pennsylvania Wharton Real Estate Center and has endowed the Samuel Zell/Robert Lurie Real Estate Center at Wharton.   Mr. Zell has also endowed the Northwestern University Center for Risk Management.

New York, NY

November 15, 2005
7:00am - 6:00pm
$1450

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