The Department of Economics Advisory Board was formed in 2007, in the midst of a very active effort to re-engage economics alumni with the department. The Board’s members are alumni who have excelled in a wide variety of careers and pursuits and have a clear understanding of how instrumental the UW-Madison Department of Economics has been in their individual successes.
The Board’s mission is to:
- support a dynamic Career Services program and increase career internship and other opportunities for current students
- tap into vital alumni resources for the Department
- act as goodwill ambassadors for the Department
thereby enhancing the Economics Department’s stature and standing.
*Chairman of the Advisory Board
Current responsibilities and experience
Matthew R. Astrachan joined Jones Lang LaSalle as Vice Chairman in 2011. A real estate professional for more than 20 years, he focuses on leasing and sales activities both in the New York Metropolitan area and throughout the country.
Prior to joining Jones Lang LaSalle, he was an Executive Vice President with Cushman & Wakefield, Inc., where he was consistently among the firm’s elite group of Top 100 real estate professionals for 15 years; he ranked among the Top 10 in 2001, 2008 and 2009.
Select recent activity
Reuters America Holdings: 550,000 square feet (consolidation of Tri-State operations)
Oppenheimer & Co: 275,000 square feet (headquarters consolidation at 85 Broad Street)
AXA Financial, Inc./The Equitable Life Assurance Society: 1.2 million square feet of leases
American Capital: 110,000 square feet (headquarters expansion and extension in Bethesda, MD)
Reader’s Digest: 220,000-square-foot New York consolidation
Dechert, LLP: 234,000 square feet (1095 Avenue of the Americas)
CIBC: 130,000 square feet (417 Fifth Avenue) and 300,000 square feet (425 Lexington Avenue)
Arent Fox Kintner Plotkin & Kahn: 86,000 square feet (renewal/expansion at 1675 Broadway)
Phillips-Van Heusen Corporation: 200,000 square feet (headquarters renewal/expansion at 200 Madison Avenue); 142,000 square feet (renewal of Calvin Klein’s headquarters at 205 West 39th Street); 250,000 square feet (back-office operations in Bridgewater, NJ); 850,000 square feet (automated distribution facility in Atlanta, GA)
Discovery Channel: 150,000 square feet (850 Third Avenue)
The New York City Housing Authority: 300,000 square feet of leases
Kohl’s Department Stores: 60,000 square feet (long-term expansion/relocation at 1400 Broadway)
1100 Avenue of the Americas: 350,000 square feet (renewal of Home Box Office, a division of Time Warner)
620 Avenue of the Americas
636 Avenue of the Americas
850 Third Avenue
619 West 54th Street (sublease assignment)
380 Madison Avenue (sublease assignment)
522 Fifth Avenue: 600,000 square feet (to Morgan Stanley)
245 Fifth Avenue: 325,000 square feet
417 Fifth Avenue: 325,000 square feet
498 Seventh Avenue: 325,000 square feet
One Hanson Place, Brooklyn, NY: 380,000 square feet (residential conversion)
Previously, Mr. Astrachan was a Managing Director at The Galbreath Company.
Education and affiliations
Mr. Astrachan is a graduate of the University of Wisconsin and holds a Bachelor of Arts in Economics.
He is a member of the Real Estate Board of New York and an active member of the Department of Economics Advisory Board of the University of Wisconsin-Madison. He is involved with many philanthropic foundations, such as Sanctuary for Families, The Jeffrey Model Foundation and The Intrepid Foundation.
Linda Borucki is currently a financial economist at the Brattle Group providing advice and developing expert testimony on the application of corporate finance and economics in both litigation and strategic engagements. Her projects have included the development and critique of damage claims, the valuation of assets, businesses and securities, cost of capital/discount rate estimation, evaluation of structured finance transactions, and the economic analysis of contractual arrangements and regulations. She has been a consulting expert to clients named in securities litigation matters and has led large teams supporting multiple academics in high profile fraud cases. She has been an expert witness on various finance matters relating to liability issues and damages.
She is a speaker at the Law Seminars International Conference on “Estimating Damages in Securities Litigation,” and has collaborated with financial expert Professor Stewart C. Myers to co-author a leading graduate textbook on corporate finance. Previously she was an associate with Putnam, Hayes and Bartlett, Inc. She received her Bachelors of Science degree in Mathematics and Economics from the University of Wisconsin-Madison and her Masters in Managerial Economics from the Kellogg School at Northwestern University. She currently resides in Boston.
Professor of Economics at UW 1967-1987. Co-founder of Laurits R. Christensen Associates, Inc. (currently chairman), a Madison-based economic and engineering research and consulting firm with 55 employees.
Senior Managing Director—Defined Contribution and Co-Head—North America
AllianceBernstein Institutional Investments, New York, New York
Richard A. Davies is Senior Managing Director of AllianceBernstein Defined Contribution, responsible for the overall leadership and strategic direction of the business. He also serves as Co-Head of the firm’s North American Institutional Client Group. Davies rejoined AllianceBernstein in 2013 after spending several years leading Russell Investments’ institutional defined contribution business. During his earlier, 16-year career with AllianceBernstein, he led the firm’s institutional defined contribution, sub-advisory, and retail retirement and college savings businesses. Davies also served as head of global marketing and product management and led several business lines and distribution channels for the mutual funds group.
He joined Alliance Capital in 1995 from First Chicago Corporation, where he served as president of retail investment services and as a managing director of First Chicago Investment Management Company. Prior to joining First Chicago in 1989, he was a strategy consultant and manager with The Boston Consulting Group. He worked in brand management for Procter & Gamble before attending graduate school. Davies holds a BA in economics, with honors, from the University of Wisconsin, Madison, and an MBA from Harvard Business School. He serves on the Board of Visitors for the University of Wisconsin’s political science department and on the Advisory Committee of the university’s economics department. Davies is a Trustee of the Employee Benefit Research Institute and was a founder and continues to serve on the Executive Committee of the Defined Contribution Institutional Investment Association. He also serves as Vice President – Membership and on the Executive Committee of the Greater New York Councils, Boy Scouts of America.
Susan Fancher is Senior Vice President of Marketing for Connections Education, a division of Pearson and a leader in online learning for students in grades K-12. Ms. Fancher is responsible for branding and advertising, direct and online marketing, grassroots outreach, public relations, and marketing research and analytics. Earlier she served as director of marketing at Barnes & Noble, LLC, where she launched and managed the company’s loyalty program, Barnes & Noble Membership. She also led marketing programs integrating the in-store and online customer experience. Prior to Barnes & Noble, Ms. Fancher held marketing and analytical positions in the financial services industry at American Express, J.P. Morgan Chase, and Harley-Davidson Financial Services (HDFS). While at HDFS she was a member of the team that launched the Harley-Davidson Chrome Card credit card. She began her professional career at the Federal Reserve Bank of New York, where she served in the domestic research, bank services, and public information departments.
Ms. Fancher earned a B.S. in Economics from the University of Wisconsin—Madison and an M.B.A. from New York University’s Stern School of Business. Ms. Fancher has served as member and president of the Washington County (MD) Humane Society board of directors.
Mr. Fetzer is a retired partner with Goldman, Sachs & Co.
Corporate Directorship: Potash Corporation of Saskatchewan Inc; Sinofert Holdings Ltd.; and Northern Star Broadcasting.
Voluntary Boards: Rush-Presbyterian St. Luke’s Medical Center; University of Wisconsin Foundation; Kellogg Alumni Advisory Board; and The Posse Foundation
Clubs: Commercial Club of Chicago
Education: BS, University of Wisconsin, 1959; MBA, Northwestern University, 1961
Personal: Wade and his wife, Beverly Below Fetzer, reside in Glencoe, Illinois. Children, Laurie Fetzer Shults, Linda Fetzer
Ms. Fitzpatrick graduated from the University of Wisconsin—Madison in 1940 with a Bachelor of Arts in Economics.
Jeffrey R. Geygan is President & CEO, Milwaukee Private Wealth Management, Inc. He graduated from the University of Wisconsin in 1983 with a BA in economics, and has worked in the financial services industry for more than twenty seven years. His main focus is investment research and advisory, managing capital for individuals, families and non-profit organizations around the world. His firm specializes in equity and debt investments in out-of-favor companies, and frequently interacts with senior management and company directors to impact changes in corporate governance. Prior to founding Milwaukee Private Wealth Management he was Senior Vice President – Investments and Senior Portfolio Manager with both Smith Barney and UBS Financial.
Jeff met his wife, Kathy, while studying for Professor Donald Hester’s Money & Banking class. Their two children are UW-Madison graduates.
Adjunct Professor at IE University Graduate School, Madrid Spain, course: Value Investing
Lecturer at UWM, Milwaukee, WI, course: International Investing
Advisory Board Member, Service Heat Treat Corporation, Milwaukee WI
Advisory Board Member, UWM Investment Management Certificate Program, Milwaukee WI
Scott Happ graduated from the University of Wisconsin in 1983 with a degree in economics. Scott’s senior thesis, written under the guidance of Professor Donald Hester, won the Frank W. Taussig Award and was published in The American Economist. After graduation, Scott became an independent floor trader on the Chicago Board of Trade and ultimately joined the investment division of the M&I Bank in Milwaukee. While at M&I, Scott developed a lending technology platform that was spun off in 2001 as an independent company known as Mortgagebot. Under Scott’s guidance, Mortgagebot became a leading provider of cloud-based mortgage technology solutions, serving well over one thousand financial institutions. After selling the company to a financial technology conglomerate, Scott left Mortgagebot in 2012. He is currently exploring entrepreneurial opportunities in the health care industry.
Scott lives in Mequon, Wisconsin with his wife, Kathy, and their three children.
Mr. Hartig is Managing Principal of Vista Capital LLC, a New York based options trading firm founded in 1999. The firm engages in option volatility arbitrage in addition to providing liquidity to the listed equity, ETF, and index option marketplace. Employing proprietary quantitative modeling with a focus on relative value strategies, Vista utilizes internally developed systems to quickly identify profitable opportunities and implement the firm’s strategies.
Brian moved to Aspen, CO in 1972 after graduating from The University of Wisconsin – Madison with a BS degree in Economics (’71). He has lived in Aspen since and shares an in-town riverfront home with wife Brigid, son Will (12) and daughter Alexandra (11).
Brian started his real estate career in 1977 at Coates, Reid, and Waldron, became a partner in 1986, and continued with his firm until the spring of 2009, when parent company, ResortQuest International sold the real estate division. During his 32 years at CRW, Brian earned the Top Producer Award 13 of the last 14 years (until and through 2007), highlighted by record sales of $100 million individually in 2005 and 2007 and $85 million in 2006. Producing over 1 billion dollars in career real estate sales, Hazen led CRW to 17 consecutive years as the real estate firm with the highest dollar volume in sales activity in the Aspen/Snowmass marketplace.
Upon the sale of CRW, Hazen accepted a position in February, 2009 as Vice President/Broker Associate with Mason Morse, Aspen’s oldest real estate company, founded in 1962.
Brian’s recreational pursuits include travel, golfing, skiing, fly-fishing, and snowboarding.
Career Highlights, Affiliations and Accomplishments
33 year full-time Aspen Real Estate Broker
Vice President/Broker Associate, Mason Morse Real Estate, Aspen, CO
Aspen Board of Realtors past Secretary, Aspen Board of Realtors past Lawyer Realtor Committee, Aspen Board of Realtors past Membership Chairman, Aspen Board of Realtors past Professional Standards Committee
CRS Designation (Council of Residential Specialists)
1971 Graduate of UW-Madison with BS in Economics
Member: University of Wisconsin Bascom Hill Society
“Fellow” Designation… The Aspen Institute
Member: Maroon Creek Golf Club, Aspen
Member: Luxury Real Estate.com’s “Board of Regents” (Governing Body)
Member: “Board of Regents” National Executive Committee
Over $900 million in career real estate sales
$100 million in individual sales volume… years 2005 & 2007
Significant individual Aspen/Snowmass Sales:
$24.5 million…Aspen Lakes Ranch…as of this date, the largest residential sale in the US in 2010
$19.65 million Starwood Estate
$23.5 million Castle Creek Estate
$26 million Wildcat Ranch Estate
$30 + million Maroon Greens Townhome project
$15.6 Million Estate at Independence Pass
$15 million Ridge of Red Mountain Estate
6 career ranch sales, each of 1000 acres or more
Past City of Aspen and Maroon Creek Club golf champion
Volunteer and Fundraiser for:
Aspen Education Foundation · Aspen Youth Experience · Aspen Valley Ski Club · Aspen Historical Society · Aspen Junior Golf ·The Buddy Program · Aspen Santa Fe Ballet · Aspen Art Museum · Wheeler Opera House ·
Mr. Liegl entered the University of Wisconsin in the fall of 1966, spending one semester at the Appleton campus, and transferring to Madison in the second semester of 1966-67. Joe graduated as an economics major in the spring of 1970, earning the rank of Graduation with Distinction and membership in other undergraduate academic honorary societies.
Joe entered the UW Law School in the fall of 1970. He earned his law degree in the spring of 1973, graduating cum laude and becoming a member of the Order of the Coif.
Joe moved to Manitowoc, Wisconsin, where he joined a law firm of four lawyers. He joined the Appellate Section of the Tax Division in mid-1974,. He did appellate tax litigation there for the next four years, with the IRS as his client. In 1978, Joe left the Justice Department to become a tax associate in the large corporate law firm, Jones, Day, Reavis & Pogue, in Cleveland, Ohio. Joe became a tax partner at Jones, Day in 1984.
In 1996, Joe joined Coopers & Lybrand, in its Detroit office, as an international tax partner. In 1998, Joe moved to New York, where he became a tax counsel for the major management consulting firm, McKinsey & Company. Joe has been at McKinsey in the nine years since. His work is almost exclusively international, involving the affairs of McKinsey and its owners in countries in Europe, the Middle East, and Asia.
After years devoted to developing career and family, Joe has also developed a strong sense of the need to give back to UW-Madison.
Ms. Mirrow is a Vice President at Economists Incorporated. Her consulting expertise includes antitrust analysis in health care, banking, pharmaceuticals, intellectual property, and patent issues. Stephanie previously served as an economist at the U.S. Department of Justice Antitrust Division. She also served as a long-term advisor for the Division to the competition agencies of Lithuania, Latvia, and Estonia in 1994.
Stephanie received her A.B. from the University of Michigan in 1986 and a Ph.D. in Economics from the University of Wisconsin in 1991. She has been married to Art since 1998 and has one daughter, Sarah, who is seven.
1987-1992: TRW Information Networks Division, International Marketing Manager (now part of Northrop Grumman)
1992-1997: Cisco Systems, Inc., Federal Sales Manager, established Federal Sales in Western US and Pacific Rim. Revenue went from zero to $50M in that time frame.
1997-1998: Funded wiring and hardware for Mac Lab at Andersen Elementary School, Netwport Beach, CA
1998-Present: Network Appliance Inc, Federal Sales Manager, established Federal Sales in Western US and Pacific Rim. Revenue went for zero to $40M+ in this timeframe.
Married to wife Brenda and father of Shannon, age 16 who loves shopping for Badger gear on State Street
Lifetime Member of the University of Wisconsin Alumni Association
Member of Orange Co. CA. Alumni Association
Member, Bascom Hill Society, University of Wisconsin Foundation Member
University of Wisconsin Medical School 'Middleton Society'
Supporter of Stem Cell Research Program at UW.
Mr. Meese is a Managing Director at Barclays Global Investors (BGI) in San Francisco. He works in the Global Market Strategies Group, which is responsible for BGI's active currency and global macro hedge fund strategies. Prior to joining BGI, Richard was a Chaired Professor of Economic Analysis and Policy in the Haas School of Business at the University of California at Berkeley. Richard taught at the Haas School for 16 years. Prior to his academic career, Richard served as a research economist in the International Finance Division of the Board of Governors of the Federal Reserve. He received his BS in mathematics and economics from the University of Michigan, and his MA and Ph.D. in economics from the University of Wisconsin - Madison.
Richard lives in Napa California with Liz Christensen, his spouse for the past 25 years. They grow grapes, make their own wine, and look after a passel of surrogate children: 2 dogs, 1 cat, and 19 Japanese Koi.
Dick Patterson was a Senior VP in investments with Lehman Brothers for 25 years prior to retiring a few years ago.
Dick has numerous affiliations with the University of Wisconsin. He is involved with the Bascom Hill Society, is a life member of the W Club and WAA, and a member of the University of Wisconsin Foundation. He is also involved with the Chancellor’s Scholarship fund, providing scholarships for minority students. In addition, Dick also participates on two non-for-profit boards and one foundation.Dick received his BA in economics from the University of Wisconsin, and his MBA in finance from the University of Chicago Graduate School Of Business. Dick is married with twins that are juniors in college—one attending the UW and majoring in Economics.
James Rauh is a Senior Vice President of The Northern Trust Company, Chicago. He is a Senior Wealth Strategist in the Personal Financial Services division, working with high net worth individuals and families. Jim develops investment management, fiduciary, retirement and estate planning solutions to meet clients’ unique needs.Prior to joining the Wealth Strategies Group, Jim formed and led the Advisory Services group of Northern'sPersonal Financial Services division, with responsibility for business development, marketing, securities brokerage services, wealth advisory services, and advisory services on clients’ privately held businesses, real estate, and minerals, oil & gas holdings.
Jim joined Northern Trust in December 1997 and opened the Milwaukee office in the first quarter of 1998. He was regional chief investment officer –Midwestern States in 2005, president of the Midwestern States region in 2006 and 2007, national director of business development in 2007, and director of advisory services from 2008 to 2010.
Before joining Northern Trust, Jim was a member of the Management Committee of Johnson International, a bank holding company owned by the Samuel C. Johnson family, and President of Johnson Asset Management and Johnson Trust Company. Prior to that, Jim was Senior Vice President and Director of Robert W. Baird & Co., where he was a member of the Management Committee and the Investment Policy Committee.
Jim is a director of the Lincoln Park Zoo, the Brady Education Foundation and City Year Milwaukee. He is a member of the Art Institute of Chicago’s Sustaining Fellows, and a former director of Northern Trust Bank fsb, Northern Trust Global Advisors, Northern Trust Securities, Inc. and Robert W. Baird & Co. Incorporated. He earned a BA degree in Economics from the University of Wisconsin –Madison.
Mr. Roach is the founder and President of Boston Pacific Company, Inc., a consulting and investment services firm in Washington, DC. He has thirty-two years of experience with investments in, policies for, and litigation concerning the electricity and natural gas businesses. Currently, Boston Pacific’s primary line of business is designing and monitoring electricity markets and auctions. Craig also has extensive experience as an expert witness across North America, and as a financial advisor on power project investments around the world. Craig’s previous positions include service as an Economist at the Congressional Budget Office. Craig earned his Ph.D. in Economics from the University of Wisconsin in 1983.
Stephen S. Roach is Chairman of Morgan Stanley Asia, serving as the Firm’s senior representative to clients, governments, and regulators across the region. Prior to his appointment as Asia Chairman, Mr. Roach was Morgan Stanley’s Chief Economist, heading up the Firm’s highly-regarded global team of economists located in New York, London, Frankfurt, Paris, Tokyo, Hong Kong, and Singapore.
During his 25-year career as an economist at Morgan Stanley, Mr. Roach was widely recognized as one of Wall Street’s most influential thought leaders. His recent research focused on globalization, the emergence of China and India, and the capital market implications of global imbalances. He is widely quoted in the financial press and other media, and has been a leading contributor on the op-ed pages of the world’s leading newspapers. He has long advised governments and policy makers around the world and frequently presents expert testimony to the US Congress.
Before joining Morgan Stanley in 1982, Mr. Roach was Vice President for Economic Analysis for the Morgan Guaranty Trust Company. He also served in a senior capacity on the research staff of the Federal Reserve Board in Washington, D.C. from 1972-79. Prior to that, he was a research fellow at the Brookings Institution in Washington, D.C.
Mr. Roach holds a Ph.D. in economics from New York University and a Bachelor’s degree in economics from the University of Wisconsin.
Lowell Robinson is a highly regarded financial and operating executive with thirty years of senior global strategic, financial, restructuring, M&A, operational and governance experience at Fortune 100 consumer products (Kraft ) and diversified financial services (Citigroup) companies, as well as mid-cap companies He has been CFO and COO of several NYSE and Nasdaq companies (Advo and HotJobs) and has also been on five public boards including Edison Schools, Intl. Wire Group, and The Jones Group
Currently he is Chairman of the Board of American Consolidated Media Holdings; is on the board of The Jones Group ($5 billion), where he is on their compensation and audit committees, the latter of which he chaired from 2006-2010; on the board of Local.com; and is on the Board of the Smithsonian Institution Libraries.
Mr. Robinson received an MBA in Finance from Harvard Business School and a BA in Economics from The University of Wisconsin, where he was on the board of their business school (2006-2010) and leads their highly acclaimed Directors Summit. He is also a member of The Economic Club of NY and on the board of the Smithsonian Institution Libraries.
Eric S. Rosengren became President and Chief Executive Officer of the Federal Reserve Bank of Boston on July 23, 2007. Previously, Rosengren was executive vice president and head of the Bank’s department of supervision, regulation, and credit. An economist by training, he joined the Bank in 1985 as a member of the research department. In his
research, Rosengren has made significant contributions in the fields of banking and monetary policy, and he has written extensively on macroeconomics, international banking, bank supervision, and risk management. He has been an author on a variety of papers on macroeconomics, banking, and risk management, including articles in many of the top economics and finance journals. He has served as an advisor on Japanese banking issues, and a focus of his research has been how financial problems can impact the real economy. While in the bank supervision function, he obtained significant domestic and international regulatory experience related to the Basel II Capital Accord. Rosengren holds a B.A. from Colby College and M.S. and Ph.D. degrees from the University of Wisconsin, Madison.
Rosengren holds a B.A. from Colby College and M.S. and Ph.D. degrees from the University of Wisconsin - Madison.
Mr. Rossmiller, Director, Fixed Income Research, is responsible for High Grade and High Yield Media, Cable and Telecom on the Fixed Income Team for MEMBERS Capital Advisors.
Stuart has over 17 years of experience in the fixed income investment business. Most recently, he served as Managing Director in the Fixed Income Research Department at Merrill Lynch, where he coordinated the High Grade and High Yield Telecom, Media and Technology research effort. He was an Institutional Investor ranked Media and Telecom analyst for a number of years. Prior to assuming coverage of the Telecommunications sector in 2002, Stuart was an Institutional Investor ranked Retail Sector analyst.
Prior to joining Merrill Lynch, Stuart was a Vice President in the Corporate Bond Research Department at Deutsche Bank Securities. Earlier, Stuart was a Senior Associate at Barclays de Zoete Wedd, in the Corporate Finance Department, from December of 1989 to Feb of 1992, From February 1992 to April 1996, Stuart was a Senior Director at Fitch Ratings.
Stuart earned an MBA in finance 1989, a BA in economics 1987, and a BS in education 1984, all from the University of Wisconsin-Madison, Stuart also spent three semesters at the University of Sao Paulo, Sao Paulo Brazil. Stuart has earned the Chartered Financial Analyst designation, and also holds Series 7, 63 and 24 licenses
Michael Skatrud is a Vice President and Senior Analyst on the fixed income team at Columbia Management in Minneapolis. Prior to joining Columbia, Mr. Skatrud served in various senior credit research roles at OFI Instiutional Management (OppenheimerFunds, Inc.) and Putnam Investments in Boston.
Mr. Skatrud earned a B.S. in Economics with Math Emphasis from the University of Wisconsin – Madison and an M.B.A. in Finance from the Wharton School of the University of Pennsylvania.
He began his career as an Investment Banking Associate at Firstar Bank Milwaukee and then worked as a fixed income Research Assistant at Miller Anderson & Sherrerd, an institutional investment management firm in Philadelphia. Mr. Skatrud holds the Chartered Financial Analyst (CFA) designation and is a member of the Boston Security Analysts Society.
Richard A. Strait is a Managing Director and Portfolio Manager of Northwestern Mutual Capital, which oversees the private equity, mezzanine debt, and private fixed income portfolios of The Northwestern Mutual Life Insurance Company. Rick has 30+ years of experience with Northwestern Mutual, investing in private debt and equity of US and European companies. He currently leads Northwestern’s $4 billion private equity fund portfolio. Rick is a member of Northwestern Mutual Capital’s internal investment committee, serves on private equity fund advisory boards, and has also represented Northwestern as a director or observer on private company boards. He earned a Bachelor of Science degree in economics from the University of Wisconsin–Madison, and an MBA in finance and accounting from the Kellogg School of Management at Northwestern University.
Rick also serves on the board of COA Youth & Family Centers and the board and investment committee of the Jewish Home and Care Center Foundation, both in Milwaukee.
Rick and his wife, Susan (also a UW-Madison graduate), reside in Bayside, Wisconsin. They are proud parents of two daughters, both BIG 10 graduates including one Badger.
From 1974 through 1994, when he founded FAMCO, Mr. Walbrandt served in various capacities with General Dynamics Corporation, including Corporate Vice President, Trust Investment and Treasurer. He created the internal investment department at General Dynamics in 1983, designed the portfolio management processes, and managed both equity and fixed income portfolios. For fourteen years, from 1994 to 2009, Mr. Walbrandt guided FAMCO as Chief Executive Officer and Chief Investment Officer. Currently, Mr. Walbrandt serves as FAMCO’s chairman and as a portfolio manager for our Flex Equity products. Mr. Walbrandt holds a B.S. in economics from the University of Wisconsin, an M.B.A. in finance from St. Louis University and attended John Marshall Law School. A Chartered Financial Analyst (CFA) charterholder, he is a member of the St. Louis Society of Financial Analysts and a former member of its Board of Governors. Mr. Walbrandt is also a former trustee of the American Red Cross Retirement System.
Willard Walker, Jr. is President and CEO of WT Walker Group, Inc., currently comprised of two operating companies, Walker Forge, Inc. and Precision Thermal Processing, Inc. Walker Forge is a leading manufacturer of carbon and alloy steel forgings for a variety of different markets including energy, transportation, agriculture, and off-highway. Precision Thermal Processing is a provider of commercial heat treating services in Northeast Wisconsin. Prior to joining WT Walker group, Bill practiced corporate law with Foley and Lardner in Milwaukee, WI.
Bill received his B.A. in economics from the University of Wisconsin, and his J.D. from Northwestern University School of Law. Bill and his wife Deb live in River Hills, WI, where Bill was elected as a member of the Board of Trustees in 2011. Bill and Deb have three sons, one of whom recently became the fourth generation of Walkers to graduate from UW –Madison.
PARTNER, ROUNDTABLE HEALTHCARE PARTNERS
1983, BA, ECONOMICS, Letters & Science, UW-MADISON
1988, MBA, University of Chicago
Preferred Phone: (847) 739-3240
Preferred Email: email@example.com
Home: Winnetka, IL
Todd Warnock is a Founding Partner of RoundTable and now serves as a Senior Advisor. Prior to founding RoundTable, Mr. Warnock was a Managing Director with Credit Suisse First Boston, where he served as the Head of the U.S. Healthcare Investment Banking practice.
Mr. Warnock earned his Master’s degree in Business Administration and Finance (M.B.A.) from the University of Chicago Graduate School of Business and his Bachelor’s degree in Economics from The University of Wisconsin – Madison.
He has served as Board member and Board Chair of the Greater Chicago Food Depository, Board Chair of the Ox-Bow School of Art (Saugatuck, Michigan), Founding Board Chair of the University of Wisconsin-Madison Department of Economics Advisory Board, a Board member of the University of Wisconsin Foundation, a Trustee of Eaglebrook School (Deerfield, MA), a Trustee of The Art Institute of Chicago, a Governor of The School of The Art Institute of Chicago, a Member of The Counsel of The Booth School of Business (University of Chicago), and an Advisory Board Member of Illiso Care Society (Cape Town, South Africa).
Mr. Weil is the retired Vice Chairman of Swiss-American, Inc. a national importer, processor and distributor of cheese to retailers and wholesalers. He has been involved with his family business since graduating from the University of Wisconsin, Madison. He is also a joint owner of a cheese plant in Arena, Wisconsin as well as Director of a food sales and marketing firm. Mr. Weil is past president of the St. Louis Culinary Society and currently serves on the Board of The First Tee of St. Louis. He was named Chevalier and a Friend of Brie de Meaux by the French Government for his knowledge of French cheese and for working with the French cheese industry.
Ronald married Virginia Broomall Weil (B.A. Russian 1968, UW-M; MSW ’97 Washington U.) and they have three grown children. They currently reside in St. Louis, MO.
Ms. Widder-Lowry retired in 2006 after a 35 year career in the apparel and retailing industries.
Upon graduation from UW-Madison, Barbara moved to Chicago to join the Executive Training Program of Carson, Pirie, Scott & Co. She held several product management positions and discovered a love of retailing and the evolving science of supply chain management.
A management position with Chesebrough Ponds & Co. took her to New York City in 1976. She served as the Sr. Brand Manager for Health-tex, Inc., the largest American childrenswear company and the newly acquired division of the multi-national consumer product company.
Focusing on design, product development and international sourcing, she founded her own apparel company, Genuine Kids, in 1980. The company designed, developed and manufactured a complete line children’s clothing and accessories. An expansion into retailing, led to the opening of over 150 Genuine Kids stores throughout the United States and Canada.
After 14 years as a successful entrepreneur, she sold her business to Oshkosh B’Gosh, Inc. and moved to Wisconsin to lead a global expansion of the company. She served as Sr. V.P. of Product Development, Design and Sourcing for Oshkosh B’Gosh from 1994-2006.
Barbara and her husband, Paul moved to Madison, Wi in 2009. Since retiring, she has taught several courses on international sourcing and supply chain management at UW-Stout. Ms. Widder-Lowry enjoys working in the community and is the past president of The Paine Art Center, The Regional Domestic Abuse Center, and The Mercy Health Foundation.
Since graduating from the University of Wisconsin-Madison in 1980, CJ has been a central banker, commercial banker, investment banker, merchant banker, M&A advisor and venture finance specialist in Asia and US. He lived in Tokyo for 15 years and completed transactions throughout the region.
In 1994, he founded Global Alliance Ltd, a cross-border merchant bank with offices in US, Asia and Europe. In addition to corporate finance, re-structuring and M&A services, the firm produced two books on valuation, one in Japanese, and focused on socially responsible investments. Concurrently until 2001 CJ co-managed Hong Kong-based Global Ventures Management, an early-stage high-tech investment fund.
He was co-head of international M&A for Asahi Bank in Japan from 1991 to 1994, and from 1988 to 1991 was Vice President of Investment Banking for Merrill Lynch Capital Markets in Tokyo and New York. From 1984 CJ was with JP Morgan in New York in the Investment Banking Division with assignments in Economic Research, Legal, and Corporate Finance. He began his career in 1980 at the Federal Reserve Board of Governors as an Analyst in the Special Studies Dept.
CJ is a board member of numerous investee companies. He has presented at conferences on valuation, M&A and strategic alliances, and has been cited and quoted often. He is a member of the Tokyo Club, Capital Club and Himalayan Mountain Trust, and a Baden-Powell Fellow of the World Scout Foundation. He is an active Board Member of the Gold Coast Venture Capital Association.
He is also a graduate of Harvard Business School. He currently resides in Deerfield Beach, Florida, with his wife and young daughter.