KEYNOTE SPEAKER
Randy Quarles
Managing Director
The Carlyle Group
Randy Quarles is a Managing Director and is focused on transactions in the global financial services sector. Prior to joining Carlyle in 2007, Mr. Quarles was Under Secretary of the Treasury. As Under Secretary, Mr. Quarles led the Treasury's activities in financial sector and capital markets policy (including coordination of the President's Working Group on Financial Markets), fiscal policy and operations, and government assets and liabilities (including management of the government debt).
Featured Speakers
Alison Davis
Managing Partner
Belvedere Capital
Prior to joining Belvedere, Ms. Davis was the CFO of Barclays Global Investors, the San Francisco-based institutional money management firm with over $1.5 trillion of assets under management, and operations in North America, Europe and Asia. Ms. Davis began her career with McKinsey and Company in 1984 and joined A.T. Kearney in 1993 as a leader of the Global Financial Institutions Group in New York and later in San Francisco where she also took on the role of West Coast Practice Leader.
Hovey Kemp
Partner
Goodwin Procter’s Private Equity Group
Hovey Kemp is a partner in Goodwin Procter’s Private Equity Group – one of the nation’s most highly regarded private equity practices – and serves leading private equity and venture capital firms and private equity-sponsored growth companies across the country. His practice focuses primarily on private equity and financing transactions in connection with middle-market leveraged buyouts and buildups across a number of industry verticals, including financial services. Mr. Kemp holds a JD from Georgetown University Law Center and an AB from Harvard University.
Robin Maxwell
Partner
Goodwin Procter’s Financial Services Group
Robin Maxwell, a partner in Goodwin Procter’s Business Law Department and a member of its Financial Services Practice, focuses her practice on advising domestic and international banking organizations on structuring, mergers and acquisitions, merchant banking, capital markets transactions, private investment funds and bank regulatory issues. Ms. Maxwell has been selected for inclusion in The International Who’s Who of Banking Lawyers.
Michael R. McClintock
Managing Director
Friedman Billings Ramsey
Mr. McClintock joined FBR in March 2004 as a Managing Director in the Financial Institutions Group as Head of Banks and Thrifts. Mr. McClintock has more than twenty years of investment banking and commercial banking experience. He has extensive industry experience across the entire product spectrum of short and long-term debt, common and preferred equity, mergers and acquisitions, restructurings and spin-offs with both public and private companies. Prior to FBR, he served as Co-Head of the Financial Institutions Group at Advest, Inc., responsible for Advest's investment banking practice for the financial services industry. Prior to joining Advest, Mr. McClintock worked for CIBC World Markets as Managing Director and Group Head of the Financial Institutions Group from 1991 through 2002. Prior to joining CIBC, Mr. McClintock worked for Merrill Lynch as a Vice President in the Financial Institutions Group from 1985 through 1991 and at Morgan Guaranty Trust Company from 1980 through 1984, both in the U.S. and overseas. Mr. McClintock received his M.B.A. from Harvard University and his B.A. from Dartmouth College.
Joe Thomas
Managing Director
Hovde Private Equity Advisors, LLC.
Mr. Thomas is Managing Director of Hovde Private Equity Advisors, LLC. Mr. Thomas is responsible for the sourcing and underwriting investments for the firm’s private equity fund, participates in the day-to-day operations of the fund and formulates business strategies for companies in which the fund invests. Before joining Hovde, Mr. Thomas worked in public service as the Chief Operating Officer of the Financial Services Volunteer Corps (“FSVC”). FSVC is a not-for-profit private-public partnership, chaired by Paul Volcker and John Whitehead, with a mission to help build sound banking and financial systems in emerging market countries. Prior to FSVC, Mr. Thomas enjoyed a distinguished twenty-year career with Wachovia Corporation where he held the position of Managing Director and Head of Financial Institutions Investment Banking for Wachovia Securities.
Timothy L. Vaill
Chairman and Chief Executive Officer
Boston Private Financial Holdings, Inc.
Timothy L. Vaill is Chairman and Chief Executive Officer of Boston Private Financial Holdings, Inc., (NASDAQ:BPFH) a national wealth management company. Mr. Vaill first joined BPFH on January 1, 1993 as Chief Executive Officer of Boston Private Bank & Trust Company, the New England private banking subsidiary. He became Chairman of the parent company on January 1, 1997. Boston Private has subsidiary operations in private banking, wealth advisory, and investment management in several geographic regions of the United States. In addition to his leadership responsibilities at the holding company, Mr. Vaill serves on the boards of directors of many of his portfolio companies.