2010 Southwest CEO Summit – Wednesday, October 6, 2010
1:30 p.m. – 5:30 p.m. | Meeting
5:30 p.m. – 7:30 p.m. | Reception
InterContinental Montelucia Resort & Spa
Life After the Stimulus
Jack Ablin, Executive Vice President and Chief Investment Officer of Harris Private Bank
Jack Ablin has been Executive Vice President and Chief Investment Officer with Harris Private Bank since 2001. He is responsible for establishing investment policy and strategy within the Personal Investment Management Group of Harris Private Bank. Mr. Ablin is also a member of the Harris my CFO Investment Advisory Services Board and chairs the Asset Allocation Committee, which determines the strategy for investment portfolios for Harris Private Bank. Mr. Ablin has written on a variety of topics, including investor psychology and financial markets outlook. He is the author of Reading Minds and Markets: Minimizing Risk and Maximizing Returns in a Volatile Global Marketplace. Mr. Ablin is a frequent contributor to CNBC, Bloomberg, The Wall Street Journal and Barron’s, and spent five years as a Money and Markets correspondent for WTLV, the NBC affiliate in Jacksonville, Florida. Mr. Ablin was named one of the Top 100 Wealth Advisors in North America by City Wealth Magazine. He earned a bachelor’s degree from Vassar College, New York, where he graduated with honors with an AB in Mathematics and Computer Science. Mr. Ablin received an MBA with honors and graduated cum laude from Boston University, Massachusetts, and is a member of the Beta Kappa Sigma Honors Society. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of Chicago and a CFA Institute Charter holder.
State of the State
Michael Bidwill, President of the Arizona Cardinals and Chairman of the Greater Phoenix Economic Council
Michael Bidwill serves as team President of the Arizona Cardinals after joining the organization in 1996 as Vice President/General Counsel. In that time, no one has been more influential in steering the organization on its path towards an eventual NFC Championship. Among his most significant roles with the Cardinals has been the development of University of Phoenix Stadium. The venue has been a major factor in the transformation of the Cardinals and a catalyst for the team’s success. It has received worldwide acclaim for its distinctive architecture and cutting-edge design; even before it opened, it was selected by BusinessWeek as one of the 10 most impressive sports facilities in the world and has received numerous honors in its three full years of operation. In addition to guiding the Cardinals, Mr. Bidwill has also taken on an ever increasing role in the National Football League as well as the greater Phoenix business community as Chair of the influential Greater Phoenix Economic Council (GPEC). He is also a member of Greater Phoenix Leadership (GPL), an organization composed of the region’s top business and civic leaders. Mr. Bidwill volunteers for Flying Samaritans, a group of volunteers including doctors and other medical personnel who establish free medical clinics in Mexico. Prior to the Cardinals, Mr. Bidwill practiced law as a federal prosecutor in Phoenix, AZ. Mr. Bidwill earned a Bachelor of Science degree in Finance from St. Louis University in 1987 and in 1990 earned a law degree from Catholic University in Washington, D.C.
Eileen Klein, Chief of Staff to the Governor of Arizona
Eileen Klein is the chief of staff to Governor Janice K. Brewer. Prior to joining Governor Brewer’s administration, Ms. Klein was employed in the private sector as the Chief Operating Officer for Arizona Physicians IPA, a business unit of UnitedHealthcare. Ms. Klein’s public service career in Arizona includes her tenure as director of policy at the Arizona House of Representatives, where she served four speakers on policy and budget matters. Ms. Klein has also been a regulatory program manager in the state of Florida and the CEO of a non-profit corporation. Ms. Klein has been actively involved in the community, having served on many boards of directors, and is the recipient of several business and civic awards including the Capitol Times’ Leaders of the Year Award for Business and the Arizona Chamber of Commerce and Industry’s Volunteer of the Year Award. She currently serves as a member of the State Board of Education, allowing her to continue her longstanding work in education reform. Ms. Klein holds an undergraduate degree in French and Business from Florida State University and a Master of Public Administration degree from Arizona State University.
Moderator: Taylor Carr, Communication Professor and Media Consultant
Taylor Carr is a specialist in communication and media relations with extensive experience in broadcasting, education and sales. Mr. Carr teaches leadership communication to executives and MBAs at Thunderbird School of Global Management as part of several programs including the Global Leadership Certificate Program, the Effective Leadership Communication Program and the Global MBA-Latin America. He also teaches and designs business communication courses at Grand Canyon University in the Ken Blanchard Executive MBA, a program he directed from 2008 – 2010. Mr. Carr is the principal/owner of Taylor Carr Communications, a consulting business specializing in media training and leadership communication. He consults and coaches executives in media relations, on camera performance, effective communication and engaging employees. His clients include Eli Lilly and Co., Rio Tinto Minerals, Opavia-Kraft, Cox Communications Arizona, Scottsdale Insurance and Children’s Hospital of Omaha. Before becoming an educator, Mr. Carr spent 20 years in television and radio broadcasting where he was a news and sports anchor and reporter. He was producer and cohost of the program, FLW Outdoors, on the Outdoor Life Network from 2001 – 2005. Mr. Carr has a master’s degree in journalism from the University of Arkansas-Little Rock.
Lessons Then, Lessons Now
Lewis (Lee) Sachs, Former Counselor to the Secretary of the Department of the Treasury
Lee Sachs joined the Department of the Treasury as Counselor to the Secretary in January 2009. Mr. Sachs led the Obama Administration’s Financial Crisis Response Team, playing a leading role in the development and coordination of the administration’s efforts to stabilize the financial system. Since leaving the Treasury Department in April, Mr. Sachs has been a Guest Scholar at the Brookings Institution. Prior to joining the Treasury, Mr. Sachs was a Partner of Mariner Investment Group where he was Chairman of the Investment Committee. Mr. Sachs also served as the CEO of Cornerstone Asset Management and until 2003, Vice Chairman of Perseus LLC, a merchant bank and private equity fund management firm. Mr. Sachs previously served in the Clinton Administration as Assistant Secretary of the Treasury for Financial Markets. In that role he was a senior advisor to the Secretary of the Treasury and Chairman of the Steering Committee of the President’s Working Group on Financial Markets. Before joining the Treasury Department in 1998, Mr. Sachs was a Senior Managing Director, Head of Global Capital Markets and a member of the Board of Directors of the Bear Stearns Companies Inc. Mr. Sachs is a Trustee of Denison University.
Jeffrey Coles Labriola, Endowed Chair of Competitive Business Department of Finance ASU W. P. Carey School of Business
Jeffrey Coles is professor of finance at the ASU W. P. Carey School of Business. Professor Coles taught previously at the University of Utah, the University of Rochester, and Stanford University. Dr. Coles has teaching and research interests in corporate control and governance, law and economics, asset pricing, organization structure, and the utility industry. He has published numerous academic papers in premier journals. Dr. Coles has advised both industry and government. He has provided guidance on corporate modeling, operations, and load forecasting for Utah Power and Light, on the impact of energy development on infrastructure for the Utah State Department of Community Affairs, on numerous topics for Arizona Public Service, and on value-based management and decision analysis for the U. S. Department of Energy (Western Area Power Administration). Other consulting clients include The Directors’ Council, PricewaterhouseCoopers, Pinnacle West Capital, Central Newspapers, Inc., Stinson Morrison Hecker, and Honeywell. Dr. Coles has served or currently serves as a director on the boards of the Financial Management Association and the Western Finance Association, on the steering committee of the Arizona Chapter of the National Association of Corporate Directors, on the ASU Foundation and ASU Investment Committees, and on the awards committee of the Financial Executives Institute. Dr. Coles received his B.A. from Pomona College in mathematics with distinction and economics with distinction, cum laude, in 1979. He received his Ph.D. in 1984 from Stanford University.