Speeches and Publications

 

Publications


M&A from Planning to Integration: Executing Acquisitions and Increasing Shareholder Value
McGraw-Hill, 2002
Chinese language version is forthcoming from McGraw-Hill Publishers

 

Rediscovered, Redefined: Corporate Private Equity 
published in Financial Executive Magazine November/December 1999 issue
Download PDF

 


Speeches and Presentations

 

“The Fallacy of Risk in Entrepreneurship” Wharton Executive MBA Commencement Speech at Quaker Dinner (April 2015)

“Legal Issues for Start-up Companies” University of Pennsylvania Commercialization Workshop (April 2015)

“Legal, Financial and Tax Strategies for Creating Shareholder Value” Judge School of Business, Cambridge University, Cambridge, England (March 2011)

“The Opportunity of a Lifetime Comes Along Every Two Weeks: Insights and Strategies for Identifying, Structuring and Capitalizing on Entrepreneurial Opportunity” EMTM Presents Seminar (November 2009), Wharton Club of Boston (2011), and Columbia Business School Alumni Club (2011)

“Capitalizing on Entrepreneurial Opportunities: Challenges to conventional Thinking on Identifying, Financing and Capitalizing on Entrepreneurial Opportunities” EMTM Executive Webinar (March 2010)

“Securing Value in Entrepreneurial Ventures” Wharton Club of New York (January 2010) and Wharton Entrepreneurship Conference (February 2010)

Commencement Speaker, Executive Master’s in Technology Management Program, Wharton School of the University of Pennsylvania (August 2008)

“Negotiating and Structuring Executive Employment Agreements,” presented at the Harvard Business School Club of New York (Annual Presentation 2001 - 2004), and presented at the Wharton Business School Club of New York (2004)

“Private Equity Financing of Healthcare Start-ups,” presented at the Wharton Healthcare Conference, Philadelphia, PA (November 19, 2004)

“Fundamental and Special Issues in Venture Capital Term Sheets,” presented at the Wharton Private Equity Boot Camp, Philadelphia, PA (May 11, 2004)

“Start-up Companies: Deal Structure for Private Equity Investments,” presented at the Wharton Private Equity Boot Camp, Philadelphia, PA (May 13, 2003)

“The State of Mergers and Acquisitions in the Q4 of 2002,” Keynote Speaker at TeleStrat Consulting/Citizens Bank Corporate Finance For Attorneys Lecture, Philadelphia, PA (December 6, 2002)

“Negotiating and Structuring Executive Employment Agreements,” Wharton Career Management Seminar, Philadelphia, PA  (November 18, 2002)

“Mergers and Acquisitions in the Midst of the ‘Perfect Storm’ of Q2 2002,” presented at the 2002 National Investor Relations Institute Annual Conference, Palm Springs, CA (June 4, 2002)

“Negotiating Venture Capital Term Sheets,” presented at the Wharton Private Equity Boot Camp, Philadelphia, PA  (May 7, 2002)

“Mergers and Acquisitions: Q1 2002 Overview,” presented at the 2002 BusinessWeek CFO Forum, Carlsbad, CA  (April 25, 2002)

“Mergers and Acquisitions: Process and Strategy,” presented at the AICPCU Wharton Symposium, Philadelphia, PA  (April 16, 2002)

CNNfn’s Money Gang, Guest Commentator on Mergers and Acquisitions (February 6, 2002)

CNBC’s Power Lunch, Guest Commentator on Mergers and Acquisitions (January 11, 2002)

“Behind the Technology: Protecting and Leveraging Your Intellectual Property,” presented at the 21st Annual Association For Financial Professionals Conference, Philadelphia, PA (November 2000)

“Strategies for Protecting Intellectual Property,” presented at the Wharton Technology Internship Program (May 2000).

“Protecting Your Business Concept,” presented at the Wharton School Business Plan Competition Information Series (November 1998).

“The Business Name: What Gets Affected,” presented on WYBE public television, Philadelphia, PA (October 1998).

“One Strike: Recent Developments in Case Law Affecting Lease Agreements,” presented at the U.S. Department of Housing and Urban Development One Strike Conference, Pittsburgh, PA  (June 1998); Birmingham, AL (June 1997); New Orleans, LA (May 1997); Greensboro, NC (March 1997); Newark, NJ (December 1996); Crystal City, VA (September 1996).

“Recent Developments in Case Law Affecting Lease Agreements,” presented at the SPARTA Consulting Corporation Training Conference, Bethesda, MD  (March 1998); Bethesda, MD (January 1998); Atlanta, GA (December 1997).

“Don't Get Called Out on Strikes: Strengthening Your Legal Policies and Procedures to Implement One-Strike-and-You're-Out,” presented at the Crime Prevention through Environmental Design Conference, Boston, MA (June 1996); Charlotte, NC (May 1996).

“Possibilities for Creating Economic Opportunities to Assist in Healthy Community Development,” presented at the Therapeutic Communities for Public Housing Working Group Meeting, Chantilly, VA  (January 1995).

“Employment Issues for Small Businesses,” presented at the Small Business Basics Seminar of the Main Line Chamber of Commerce, Rosemont, PA  (October 1994).

“Entrepreneurial Legal Issues: Protecting Your Interests,” presented at the Wharton Small Business Management Certificate Program, Philadelphia, PA  (October 1994).

“Legal Aspects of Small Business Development,” presented at the Wharton School Business Basics Seminar, Philadelphia, PA (Monthly Presentation, April 1990-September 1994).

“Identifying Legal Issues Facing Small Businesses,” presented at the Wharton Small Business Development Center Consultant Training Seminar, Philadelphia, PA (Quarterly Presentation, January 1991-Present).

“Legal Aspects of Medical Practice Development,” presented at the Bennett Center of the Philadelphia College of Optometry, Philadelphia, PA (May 1993).

“The Business Structure and Legal Issues for Startups,” presented at La Salle University Business School, Philadelphia, PA (March 1993).

“Legal Issues in Starting a Business,” presented at CUNA Foundation, the Germantown Federal Credit Union, Philadelphia, PA (October 1992 and January 1993).

“Legal Issues in Starting a Small Business,” presented at the Mid-Atlantic Entrepreneurs' Conference, Philadelphia, PA (November 1992).

“Legal Aspects of Entrepreneurship,” presented at the National Association of Women Business Owners Entrepreneurial Women Series, Philadelphia, PA  (October 1992).


“Venture Initiation,” presented at the Manchester Consulting Group, King of Prussia, PA  (July 1992).

 

 

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