Distinguished Judges

Each year the Business Plan Competition will invite a panel of distinguished judges to evaluate student business plans.  For our third year we have attracted the following exceptional individuals:

Fall 2012 Judges:

Name:   Kathy Boozer Boone ’95
Education:  Washington & Lee University, B.S. Business Administration with Special Attainments in Commerce, 1995

Professional Notes:
Kathy has enjoyed a 15 year career in banking.  Her experience includes originating, structuring, underwriting and managing numerous debt products for businesses in a broad array of industries.  Her roles have included advising the smallest of companies seeking alternative sources of capital to working with A-rated multi-national companies with access to public and private debt capital markets, and everything in between.  She is currently a Senior Commercial Lender for First Citizens Bank in Charlotte, NC.  In this role, Kathy advises small to mid-sized privately held businesses with borrowing needs for specific assets, working capital, acquisitions, partner buyouts or organic growth.

After graduating from Washington & Lee, Kathy spent 12 years with SunTrust Bank in Corporate and Investment Banking – 9 of those in Atlanta and 3 in Orlando.  After completing the bank’s management training program, Kathy spent time in the asset-based lending group, helped start-up the middle market leveraged finance group, spent time on the mergers and acquisitions advisory team as well as with SunTrust Equity partners (the mezzanine lending group) while finishing her time at SunTrust as a relationship manager on the large corporate team – handling relationships with companies with greater than $500 million in revenue headquartered in Florida.   The bulk of her time was in the leveraged finance group, which was a one-stop shop for private equity sponsors needing debt structuring, underwriting, sales and syndication services for their portfolio companies and acquisition targets.  During this time she did business with over 15 private equity firms and helped them finance acquisitions in many industries across the U.S.

Kathy was awarded the Distinguished Young Alumni Award from Washington & Lee in 2005 and elected to the school’s alumni board for 4 years.  She currently serves as W&L class agent and is on the local chapter board for Charlotte.  Outside of work and W&L, Kathy is on the board of directors for a local non-profit, Baby Bundles, and is active at Christ Episcopal Church.  Kathy and her husband Brian have two girls, ages 3 and 5.

Name: Lang Craighill ’76
Education: BA, Economics, Washington & Lee University; MBA, Darden School of Business, University of Virginia
Professional notes:
Lang has 30 years of management experience leading operations, strategic planning, business development and sales organizations for established companies as well as three start-ups.  Most of his career has been in the information technology industry with both product and services companies. He also has deep experience in growing business with the US Federal Government, particularly Defense, Intelligence, and Homeland Security.
Most recently he was Chief Operating Officer and VP of Sales for SMSi, a startup software and engineering services company in the Washington DC area. SMSi developed and sold a suite of data integration software products branded as Twister Data Framework. SMSi was recognized numerous times for its growth, business practices, and employee satisfaction. Awards include:

2010, 2011 – INC Magazine 500/5000 Fastest Growing Companies
2010, 2011 – Washington Business Journal “Best Places to Work” Award winner
2011 – Washington Business Journal “Fast 50”
SMSi was sold to the Boeing Company in August 2011.

Lang has been involved in information technology since he co-founded his first company, ComSource 32 in 1985 as a reseller of Apple Computer products.  After selling that company, he joined Apple for seven years, and then moved to Silicon Graphics Inc. (SGI) for eight years before joining a startup which was successfully sold to LexisNexis Inc. several years later. With these companies he held leadership positions in corporate marketing, sales, business development, government affairs, and strategic planning.  Lang and his wife Sherry live in Northern Virginia and have a cottage in Rockbridge Baths which they visit regularly.

Name: Russell Fletcher ’74
Education: Washington & Lee University, B.A.; University of Pennsylvania, M.B.A.; St. John’s College (Annapolis), M.A. in Liberal Arts; The Johns Hopkins University (School of Advanced International Studies), Master of International Public Policy.

Professional Notes:
Russ is CEO of Dundrillin LLC, which consults to leading firms in the private equity and asset management industries in the area of insurance-linked securities, an emerging asset class linking insurance to the capital markets. He is a corporate entrepreneur whose career has been in the insurance and reinsurance industries. He was a founding manager of two de novo companies and served as an executive officer of two NYSE holding companies, playing an integral role in taking them public. He was a pioneer in the adoption of stochastic models for underwriting natural catastrophic risk and an early advocate for the movement of reinsurance capital to Bermuda where he spent a significant part of his career. He currently resides on his farm near Middleburg, Virginia with his wife, Sally. They have three children: Buck (27) (W & L ‘06), Blair (26) (W & L ‘07), and Tom (23).

Name: Howard W. Herndon ’81
Education:
Washington & Lee University, B.A. 1981, Vanderbilt University Law School, J.D. 1984

Professional Notes:
Howard Herndon is a Co-Founder of Argand Holdings, a company that was formed to commercialize patent pending technology designed to assist governments in addressing the billions of dollars of slippage in tax collections each year.

Howard spent seven years as the Executive Vice President and General Counsel of a large private equity-backed electronic payments and financial technology provider.  In 2011, Howard rejoined Waller Lansden Dortch & Davis, LLP, where he had practiced law from 1989 to 2004.

Mr. Herndon has substantial experience in matters involving the electronic transactions industry, mergers and acquisitions, securities, corporate finance and venture capital.

A respected leader in the field, industry conferences have invited Howard to speak on a variety of key issues such as capital formation and electronic commerce.  He has participated, by invitation of the U.S. Securities and Exchange Commission, in the annual SEC Government-Business Forum on Small Business Capital Formation.

He is a former Chairman of the Tennessee Arts Commission; former Chairman, Tennessee State Museum Foundation; former Member, Museum Committee of Cheekwood Museum of Art; former Member, Tennessee Capitol Commission; and former Member and Founder, Tennessee Executive Residence Preservation Foundation.
Howard and his wife, Polly, live in Nashville with their two daughters, Hollis and Lanie.

Name:  Megan Flohr Hess ’97
Education:   Bachelor  of  Arts,  Washington  & Lee University; Masters of Business Administration,  Texas A&M University
Current  Business:   Doctoral Candidate at the Darden School of Business Administration, UVA

Professional Notes:
Ms. Hess  is a fourth year doctoral candidate in management at the Darden Graduate School of Business at the University of Virginia.  Ms. Hess’ research interests are in the areas of ethical decision making, employee voice, social networks, and entrepreneurship.  Prior to starting her doctorate, she spent twelve years as a management consultant, most recently with Deloitte where she investigated financial statement fraud.  She and her husband Drew (’97) live in Charlottesville with their two children.

Name: Greer Johnson ’05
Education: BA, Business Journalism, Washington and Lee University, 2005.
Current Business:  Owner of Duo New & Used Clothing

Professional Notes:
Greer is the founder and owner of Duo New & Used Clothing, a boutique clothing store with locations in Charlottesville, VA and Harrisonburg, VA. She opened Duo in 2007 in Charlottesville, later launched shopatduo.com, the company’s web store, and then opened a second location in Harrisonburg in 2011. In 2012, she was featured in Charlottesville’s news and arts publication, C-Ville Weekly, as one of eight young professionals in the area “making waves in their field.”

Prior to her career in retail, Greer worked at SNL Financial in Charlottesville as a reporter covering the REIT and Homebuilder sectors. Greer began her professional career in 2005 as a business reporter at The Tennessean newspaper in Nashville, TN. She lives in Charlottesville, VA.

Name: Charles H. Prioleau ’82
Education:  BA – Chemistry, Washington & Lee University; MBA – Finance, McCombs School of Business, The University of Texas at Austin.

Professional Notes:
Charlie Prioleau has over 30 years of corporate finance and investment banking experience in New York and Houston.   Prior to his retirement from banking in 2008, he served as Vice Chairman and Executive Managing Director and led BMO Capital Markets’ US Energy & Power Group.   While at BMO, he was personally involved in M&A and corporate finance transactions, aggregating over $55 billion, and led a team which completed over $250 billion of energy and power corporate finance transactions in the US.  Previous to BMO, he was Managing Director at UBS/PaineWebber and Head of its Investment Banking Office in Houston.  Charlie started his investment banking career in New York City at J.P. Morgan & Co. and spent two years in Kidder, Peabody & Co.’s energy investment banking group In Houston.   In 2008, he co-founded a private oil and gas company, serving as CFO and a board member, which was sold in 2010.  As part of this endeavor, he launched and helped raise $100 million of equity funding from a private equity firm.  Charlie continues to be active in finance and helps manage various partnerships and a family foundation.    He and his wife Mimi live in Houston; he has two children, one in New York City with JP Morgan Chase and one in the Class of 2016 at Washington & Lee University.

Past Business Plan Competition Judges:
Winter 2012 Judges:

Name: Keith Calhoun ’79
Education: Washington & Lee University, B.S., 1979; Walter F. George School of Law, Mercer University, J.D., 1982

Professional Notes:
Upon completion of law school, Keith moved to Atlanta, GA where he practiced law for almost 20 years. In 2000, Keith left the law practice to join a “dot com” as in-house counsel. After successfully raising the original capital for establishment of the company, Keith assumed the role of CEO. In that role, Keith began revising the business model of the company which he had joined, ultimately completely revising the business model and establishing a new and unique voluntary benefits company.

This company, Purchasing Power, allows a largely overlooked class of under-banked consumers to purchase consumer goods such as computers, televisions and appliancesfrom Purchasing Power and pay for these goods directly out of their paychecks via automatic payroll deductions over a 12-month installment period.  This business is totally different than other traditional credit providers in that individual credit scores are not reviewed. Rather, credit extension is based upon a group underwriting that emphasizes length of employment to authorize an extension of credit. The programs offered by Purchasing Powers are sponsored by large corporate employers or government agencies and offered to their employees as a voluntary employee benefit. Purchasing Power has over 166 clients (employers) representing over 1.5 million employees as well as access to approximately 1 million federal government employees.

Under Keith’s leadership, Purchasing Power grew from less than $500,000 in revenues in 2001 to almost $200 million in revenues in 2011. In 2011, Keith led a sale of Purchasing Power to a partnership of Private Equity groups and retired from Purchasing Power. Keith is currently clearing a few items off of his bucket list while considering new career opportunities.

Keith holds a Law Degree from Walter F. George School of Law at Mercer University and a BS in business administration from Washington & Lee University. He and his wife Louise have been married for 28 years and divide their time between homes in Atlanta and Sea Island, Georgia. They have two daughters: Katie Terrell (26) and Langley (24) and twin boys: Reid and Zach (17). Additionally, they recently welcomed their first grandchild, Calhoun Joseph Terrell into the family. In addition to his business pursuits, Keith serves on the Board of Trinity House, Global Health Action and supports his wife’s efforts as a board member of Covenant House. In his spare time, Keith is a dedicated fly fisherman and outdoor enthusiast.

Name: Lang Craighill ’76
Education: BA, Economics, Washington & Lee University; MBA, Darden School of Business, University of Virginia
Professional notes:
Lang has 30 years of management experience leading operations, strategic planning, business development and sales organizations for established companies as well as three start-ups.  Most of his career has been in the information technology industry with both product and services companies. He also has deep experience in growing business with the US Federal Government, particularly Defense, Intelligence, and Homeland Security.
Most recently he was Chief Operating Officer and VP of Sales for SMSi, a startup software and engineering services company in the Washington DC area. SMSi developed and sold a suite of data integration software products branded as Twister Data Framework. SMSi was recognized numerous times for its growth, business practices, and employee satisfaction. Awards include:

2010, 2011 – INC Magazine 500/5000 Fastest Growing Companies
2010, 2011 – Washington Business Journal “Best Places to Work” Award winner
2011 – Washington Business Journal “Fast 50”
SMSi was sold to the Boeing Company in August 2011.

Lang has been involved in information technology since he co-founded his first company, ComSource 32 in 1985 as a reseller of Apple Computer products.  After selling that company, he joined Apple for seven years, and then moved to Silicon Graphics Inc. (SGI) for eight years before joining a startup which was successfully sold to LexisNexis Inc. several years later. With these companies he held leadership positions in corporate marketing, sales, business development, government affairs, and strategic planning.  Lang and his wife Sherry live in Northern Virginia and have a cottage in Rockbridge Baths which they visit regularly.

Name: Jack Huffard ’90
Education: BS, Business Administration (W&L), MBA, Entrepreneurship, Babson College
Current Business: President, Tenable Network Security
Professional Notes: Since co-founding Tenable Network Security in 2002, Jack Huffard has been President of Tenable, maker of the world renowned Nessus Vulnerability Scanner and Unified Security Monitoring enterprise solution. Tenable has been ranked on the Inc 500/5000 and Deloitte Technology Fast 500 consistently since 2009 as one of the fastest growing technology companies in North America. At Tenable, Jack is responsible for driving corporate strategy, sales, business development, marketing, finance and operations.
Prior to Tenable, Jack was the Director of Corporate Development for Enterasys Networks/(f.k.a. Cabletron Systems) where he was responsible for the development of investments and acquisitions in the security market for Enterasys. Jack worked on the acquisitions of Network Security Wizards (developer of the Dragon IDS) and Indus River Networks during his time at Enterasys. While at Enterasys, Jack worked closely with Ron Gula (Tenable co-founder and creator of the Dragon IDS) on development of corporate strategy for addressing the network security market needs. Prior to Enterasys, Jack gained experiences working for HarbourVest Partners, LLC and Microsoft Corporation. Prior to HarbourVest and Microsoft, Jack held various management and sales positions at John Hancock and Marriott Corporation.
Jack has a BS in Business Administration from Washington and Lee University and a MBA in Entrepreneurship from Babson College. Jack and his wife, Katie, reside in McLean, Va with their three very active boys: Jack (7), Sam (5) and Brown (4).

Name: Timothy E. Lavelle ’79
Education: BS, Business Administration, Washington and Lee University Current Business: Managing Partner, Independent Capital Advisors, LLC Professional Notes: Tim is the founder and Managing Partner of Independent Capital Advisors, LLC, an investment banking, consulting and private equity firm based in Raleigh, NC. He has more than 27 years of investment banking experience working with financial institutions throughout the United States. Prior to forming Independent Capital, he was a managing director and head of the FIG Equity Investment Banking practice at Morgan Keegan and Company. For 21 years prior to joining Morgan Keegan, he was President of Trident Securities ,Inc. where he helped build the firm into a nationally recognized leader in providing investment banking services to financial institutions. During his tenure at Trident he was involved in over 200 initial public offerings raising several billion dollars in new capital and advised on more than 50 merger transactions. In 1996, Trident was named” Small Business of the Year” by Business North Carolina magazine. Tim and his wife Maureen live in Raleigh with their three children, Ryan, Megan and Robbie.

Name: Alexander W. McAlister ’82
Education: Bachelor of Arts in Economics, Washington & Lee University Current Business: Sterling Capital Management, President & Managing Director
Professional Notes Alex McAlister is the CEO of Sterling Capital Management. Headquartered in Charlotte, NC, Sterling is an institutional asset manager with over $31 billion in assets under management.   Sterling manages both equity and fixed income assets for corporations, hospitals, endowments, public units and other institutional clients throughout the U.S., Europe and Asia. McAlister has overseen the growth of Sterling over the last 20 years from $600 million to over $31 billion in assets under management. Previously, McAlister was trained as a credit analyst and later managed the national market sales force in the capital markets group of the predecessor bank to Bank of America. In 1989, he joined Trinity Capital Advisors as a founding partner. Trinity was sold to United Asset Management(UAM) out of Boston, MA in 1991, and merged together with Sterling Capital, an existing  UAM company.  In 2001, McAlister participated in the management buyout of Sterling from Old Mutual based out of London. Sterling moved to a 100% employee owned firm, and McAlister was one of the 5 partners involved in this transaction.  In 2005, Goldman Sachs assisted Sterling in selling a 70% equity stake to BB&T (Top 10 bank holding company in the U. S.).McAlister has assisted in numerous other start up situations including being a member of the “founding committee” of Trinity Episcopal School. Trinity is a successful 1st thru 8th grade school located in center city Charlotte. He is a founding member of City Church Charlotte.  City Church is an Anglican plant by way of St. Mary’s London.  McAlister is active in the community volunteering time and resources with BRIDGE Jobs Program, LOVE, Inc., Urban Ministry, Brookstone School and other community organizations.

Name: Kurt Shreiner ’85
Education: BS,Commerce, Washington & Lee University Current Business: Executive Vice President and Corporate Financial Services Group Executive, Atlantic Capital Bank Professional Notes Mr. Shreiner is the Executive Vice President and Corporate Financial Services Group Executive of Atlantic Capital Bank.  He has 20 years of experience in client and credit management with a diverse international and domestic background. From 2002-2005 Mr. Shreiner served as the Managing Director and Group Head for Wachovia Securities’ Continental European Group.  In that role, he supervised strategic direction, financial performance and client management of the corporate and investment banking team responsible for European corporations and their subsidiaries.  He has extensive experience working with the European corporate market and with U.S.-based subsidiaries of global clients.  He also worked as the Managing Director and Group Head for Wachovia Securities’ International Corporate Finance Portfolio from 2001 to 2003.  Prior to his work with Wachovia in Atlanta, Mr. Shreiner led the bank’s London branch during its transition from representative office to corporate banking branch.  As the General Manager, he was responsible for setting market strategies for European corporate banking business and was the primary contact for UK and US bank regulators.

Name: John S. Stump, IV ’91
Education: Bachelor of Arts, Washington and Lee University; MBA, Kenan-Flagler Business School at UNC Chapel Hill Current Business: CEO, Monitech, Inc. Professional Notes: John Stump is the CEO of Monitech, Inc., a manufacturer of Breath Alcohol Ignition Interlock Devices based in Raleigh, NC. Through both distributors and their own network of service centers, Monitech installs, services and monitors sophisticated in-vehicle ignition interlock devices that can measure a driver’s blood alcohol content to prevent them from driving in an unsafe condition.

Prior to Monitech, John spent six years at SAS where he managed Business Intelligence and Analytics sales teams with responsibility for several of the world’s largest banks and credit card companies. Prior to SAS, John was Director of Strategic Alliances for Interpath and USinternetworking (now part of AT&T) where he led the development of a channel sales capability that established the company’s lucrative Enterprise Resource Planning (ERP) application outsourcing business. His career has also included founding and growing several technology companies including IAVO Research and Scientific, GeoGenesis, and Shark Finesse, LLC as well a stint at Arthur Andersen in Bangkok, Thailand during the Thai financial crisis.

Mr. Stump lives in Raleigh, NC with his wife Lauren and his five year old son, Sutton and three year old daughter, Bailey. He serves on the Nationwide Leadership Council for Big Brothers Big Sisters of America, the board of Band Together, NC, Goodwill Community Foundation, and Goodwill Industries of North Carolina.

Fall 2011 Judges:

Name: Matt Bevin ’89
Education: Washington & Lee University
Professional notes:
With more than 20 years of experience in management, investment consulting, and marketing, Matt most recently served as Chief Executive and Principal of Integrity Asset Management, an investment firm with over $3.7 billion under management that he founded in 2003. The firm was sold in December of 2010.

Matt is the founder of, or lead investor in, numerous other start-ups including Correct Building Products,Legacyit.com, Neuronetrix, Golden Rule Signs, Veracity Funds, Academic Merit, Heart and Soul Candies, etc. Additionally, he is the owner and sixth generation president of  Bevin Bros Mfg Company, a Connecticut based bell maker founded in 1832.
He is a 2008 graduate of the EO/MIT Entrepreneurial Masters Program (formerly known as Birthing of Giants) and has been a Regional Finalist for the Ernst & Young Entrepreneur of the Year Award. Companies he has founded have three times been named to the Inc 500 (most recently #47). Matt currently serves on a number of non-profit and corporate boards.
Matt is a former United States Army officer and a graduate of Washington & Lee University (where he finished his first term on academic probabation), and has pursued a number of off-the-beaten-path ventures, including skydiving, bungee jumping, teaching English in Japan, riding his bicycle across the United States and running with the bulls in Pamplona, Spain. Matt and his wife are currently home schooling their five children as they travel around the United States.

Name: Robin Gregg ’96
Education: Bachelor of Arts, Economics and East Asian Studies and Master of Business Administration, Harvard Business School
Current Role: Vice President of Product Strategy and Growth, FLEETCOR
Professional Notes:
Robin Gregg currently leads U.S. product strategy and new innovations for FLEETCOR, a global specialty fuel card provider based in Norcross, GA.  Prior to FLEETCOR, Robin was Senior Vice President of Product Development at Revolution Money, an alternative payments start-up, through its purchase by American Express.  Additionally, Robin has held a variety of management roles at Capital One and was a management consultant with Charles River Associates prior to graduate school.

Robin received her BA in Economics and East Asian Studies from Washington and Lee University and her MBA from Harvard Business School.  She is currently an officer for the Harvard Business School Club of Atlanta.
Robin lives in Atlanta, Georgia with her husband, Steve, and their son, Liam (4).

Name:  Megan Flohr Hess ’97
Education:   Bachelor  of  Arts,  Washington  & Lee University; Masters of Business Administration,  Texas A&M University
Current  Business:   Doctoral Candidate at the Darden School of Business Administration, UVA

Professional Notes:
Ms. Hess  is a third year doctoral candidate in management at the Darden Graduate School of Business at the University of Virginia.  Ms. Hess’ research interests are in the areas of ethical decision making, employee voice, social networks, and entrepreneurship.  Prior to starting her doctorate, she spent twelve years as a management consultant, most recently with Deloitte where she investigated financial statement fraud.  She and her husband Drew (’97) live in Charlottesville with their two children..  Bachelor  of  Arts,  Washington  & Lee University; Masters of Business Administration,  Texas A&M University

Name: Craig Kendall ’78
Education: Washington & Lee University
Current business:
President and Founder, Financial Investments, Inc.

Professional Notes:
Craig Kendall has overcome challenges and created opportunities all his life.  As President and owner of Financial Investments, Inc. (FII), Craig has created wealth and established financial security for hundreds of clients, from individuals who entrusted their life savings to him to large institutional investors who see the value of his unique investment approaches.
FII is a unique, customer-driven, results-oriented registered investment management firm.  FII’s reputation among its institutional and high-net-worth investors is superb not only for the exceptional returns it delivers but also for its dedication to effectively managing risk.  In addition, FII is devoted to providing the highest levels of customer service to its valuable clients.  FII has consistently beaten the S&P 500 over the last three years and is focused on providing its clients unique alternative investment options. FII’s principal investment programs are Financial Commodity Investments (FCI) Programs.  FII’s mission, philosophy, and investment strategy is “Absolute Returns in an Uncommon Market”.
FII and its affiliated entities focus on delivering commendable returns even in times of volatility in equity and commodity markets with little or no correlation to these markets.  FCI is a registered Commodity Trading Advisor (CTA) with the National Futures Association (NFA) providing investment management advice with commodities and commodity option and future contracts.  FCI has also been nationally ranked as one of the most successful up and coming CTA futures management firms in America.  Barclays recently ranked FCI 20th out of 500 in regards to risk/return management programs for the five years ending June 30, 2009.  During both 2009 and 2008, FII has also been recognized as an Inc 500 awardee recipient; was recognized as a “Fantastic 50” winner for the state of Virginia for 2009, 2008 and 2007, and in 2007 was runner up to “Small Business Success Story of the Year”, by Virginia Business magazine.
Prior to launching FII, Craig founded Kendall & Company, CPA’s, a local CPA accounting firm.  Kendall & Company provides, comprehensive, CPA, tax, accounting, and “Controller and CFO for Hire” services to small closely held corporations and individuals.  Before Kendall & Company, he served as Chief Financial Officer for both Renex Corporation and TiSoft Corporation.  He also worked as a CPA with Jones & Healy, Chtd.
Kendall, resides in Fairfax, VA with his wife and two children.  He is a 2006 graduate of Leadership Fairfax, a community leadership development program.  In recent years, Mr. Kendall has served as president to local not for profit service and community associations.

Name: Courtney Stovall ’99
Education: BS, Business Administration, Washington & Lee University, 1999
Current Business: Co-Founder, President and Chief Creative Officer, BounceBack.com

Professional Notes:
Courtney Stovall has lived and worked in New York City for 12 years with a focus on developing brand perception and identity and driving contagious consumer behavior.
She began her career at Young & Rubicam, working with Kraft, Mattel, and Sony. In 2002, she joined Arnell Group, shifting her focus to brand strategy and innovation for M&M’s, Twix, Snickers, Promise, and Lipton.
In 2005, Courtney was a founding member of Translation, a brand strategy consultancy that connects brands with consumers by leveraging pop culture. Courtney led the company as General Manager, driving business for HP, P&G, Hershey’s, GM, Wrigley’s, McDonald’s, and Samsung.
In 2009, Courtney founded, developed, and now serves as the Chief Creative Officer of BounceBack.com, a new approach to heartbreak recovery that brings therapy to masses with an affordable, interactive program.
At W&L, Courtney was the president of Kappa Kappa Gamma sorority, an L.K. Johnson Scholar, and a member of Omicron Delta Kappa National Leadership Honor Society. She graduated Phi Beta Kappa and Magna Cum Laude.

Name: Bob Walker ’01
Education: BA, W&L, Math and Econ; J.D. Duke University
Current Business: Chief Operating Officer, 8 Rivers Capital, LLC, Durham, NC

Professional notes:
Bob is a partner at 8 Rivers, managing the various teams and day-to-day operations of the company.  He develops and implements strategies to keep projects on track to achieve optimal results. From years of professional work in Washington, Bob brings project management, relationship building, and strategic planning expertise to 8 Rivers.
He was appointed to the U.S. Department of Homeland Security as the Secretary’s liaison to state and territorial governors. Bob was responsible for communicating the Department’s message to states and representing the states’ interests within the Department. He also served in various leadership roles at the Republican National Committee, travelling across the country with the Co-Chairman, supporting candidates and state parties. At the RNC, Bob also planned and executed the Committee’s national meetings and served as the liaison between the Committee’s elected members and its staff.
Bob received a J.D. degree magna cum laude from Duke University where he served as Managing Editor of Law & Contemporary Problems. He also earned a B.A. magna cum laude from Washington and Lee University majoring in Math and Economics. He and his wife Anna live in Durham.

Name:  Elizabeth P. Warland ’99
Education:   Bachelor of Arts Economics & German, Washington and Lee University
Current Business:  Vice President Sales Development, Purgenix, Inc.

Professional Notes: 
Elizabeth P. Warland is Vice President Sales Development and badge number 4 at Purgenix, Inc.  Elizabeth is responsible for driving the go-to-market sales strategy for Purgenix™, a high-growth startup company.  Purgenix™ is positively impacting clinical outcomes and the bottom line for healthcare providers with a solution for the most under addressed source of Hospital Acquired Infections – the air.
Prior to Purgenix™, Elizabeth worked in marketing for S1 Corporation, the world’s first internet bank and online banking technology firm.  After S1, she spent over eight years with Intec Telecom Systems (now CSG International) a world leading OSS and Billing Software Company.  Elizabeth was the company’s youngest Territory Director and held positions in the Atlanta, London, Brussels and Paris offices, where during her tenure she was responsible for the Benelux region and high revenue accounts such as Tele2, Mobilkom Austria, Telenet, Belgacom and Wind International.
Elizabeth currently resides in Atlanta, Georgia, with her husband Christophe and sons Victor (4) and Alistair (2).

Winter 2011 Judges:

Name:  Wali Bacdayan ’92
Education:   Bachelor  of  Arts,  Washington  & Lee University; Masters of
Business  Administration,  Kellogg  School  of  Management at Northwestern University
Current  Business:   Partner, Incline Equity Partners; Partner, PNC Equity
Partners
Professional Notes: 
Wali C. Bacdayan is a Founding Partner of Incline Equity Partners and is a  Partner  of  PNC  Equity  Partners, both of which are private equity firms  focused  on  making  control-oriented  equity  investments in lower middle market  companies.   Wali has served and currently serves as a director of  numerous  private  companies  and  is also a Board member of the St. Clair  Hospital Health System.  Wali and his wife Wendy (’94) reside in Upper St. Clair, Pennsylvania with their three young sons.

Name: Byron Burns ’98
Education: BS, Business Admin. &Accounting, Washington and Lee University
Current Business: Co-founder, Red Iron Partners
Professional Notes:
Byron Burns is the co-founder of Red Iron Partners. Since 2005, Byron has been a Managing Director of McGuireWoods Capital Group, a strategic advisory/merger and acquisition firm and an operating unit of McGuireWoods LLP, where he successfully sourced, managed and closed over 20 buy and sell-side transactions. Byron joined McGuireWoods Capital Group from Bojangles’ Restaurants, Inc., a franchisor of quick service restaurants with approximately 350 stores and system-wide sales approaching half a million dollars. At Bojangles’, he served in various capacities, including Manager of Franchise Sales, Director of Marketing and Public Relations, and Director of Business Development. From 2001 to 2002, Byron was Manager of Financial Planning and Analysis for Wink Communications, Inc., a publicly traded corporation in the interactive television space. As a member of the company’s leadership team, he directed the corporate planning and investor relations functions and supported the sales functions by analyzing and developing new distribution and content licensing structures for cable and television programmers. In 2002, Byron played a leading day-to-day role in the $100 million sale of the company to Liberty Broadband Interactive Television, Inc., a subsidiary of publicly traded Liberty Media. From 1998 to 2000, Byron worked as a Financial Analyst for Bowles Hollowell Conner/First Union Securities, Inc. In this role, he participated in all phases of assignments for the investment bank specializing in merger, acquisition, divestiture, and private financing transactions valued primarily between $10 million and $250 million. Byron is a native of Charlotte, NC. He received his BS in Business Management and Accounting from Washington and Lee University (Cum Laude) in 1998, where he was an L.K. Johnson Scholar and a member of the Omicron Delta Kappa National Leadership Honor Society.

Name: Ted Kingsbery ’09
Education: BA in Journalism & Mass Communications
Current Business: Head of Business Development, Shark Branding
Professional Notes:
Ted Kingsbery works for the marketing consulting company Shark Branding, founded by Daymond John, most well known for being the CEO & Founder of the global fashion brand FUBU and current star of the Mark Burnett/ABC business reality show “Shark Tank”. Shark Branding creates strategic relationships and marketing plans to launch the products Mr. John invested in on “Shark Tank” as well as consults with top brands on how to better align themselves with A-List celebrities for the new 21st century media landscape. Some of the celebrities they work with include international music superstar Pitbull, Hollywoood’s most famous family the Kardashians, and Grammy-award winning producer, songwriter, and musician Jermaine Dupri. Ted is a native of Short Hills, NJ. He graduated cum laude from Washington & Lee University where he received his BA in Journalism & Mass Communications. He currently resides in New York City.

Name: Timothy E. Lavelle ’79
Education: BS, Business Administration, Washington and Lee University
Current Business: Managing Partner, Independent Capital Advisors, LLC
Professional Notes:
Tim is the founder and Managing Partner of Independent Capital Advisors, LLC, an investment banking, consulting and private equity firm based in Raleigh, NC. He has more than 27 years of investment banking experience working with financial institutions throughout the United States. Prior to forming Independent Capital, he was a managing director and head of the FIG Equity Investment Banking practice at Morgan Keegan and Company. For 21 years prior to joining Morgan Keegan, he was President of Trident Securities ,Inc. where he helped build the firm into a nationally recognized leader in providing investment banking services to financial institutions. During his tenure at Trident he was involved in over 200 initial public offerings raising several billion dollars in new capital and advised on more than 50 merger transactions. In 1996, Trident was named” Small Business of the Year” by Business North Carolina magazine. Tim and his wife Maureen live in Raleigh with their three children, Ryan, Megan and Robbie.

Name: Matt Newton ’94
Education: Bachelor of Science, Washington and Lee University
Current Business: Vice Chairman, Tristar Investors
Professional Notes:
Matt Newton is presently the Vice Chairman for Tristar Investors, Inc. where he heads strategic development and the M&A activities for the leading aggregator of real estate easements beneath wireless cell towers.  In 2005, Matt was a founding investor in TriStar. Prior to joining Tristar in 2010, Matt was a Partner with Columbia Capital, a venture capital firm based in Alexandria, Virginia.  During his nearly 15 years with Columbia Capital, Matt helped grow the business from a small partnership with less than $100 million in assets under management, to a global leader in telecommunications investing with nearly $3 billion under management.  Matt led numerous successful investments on behalf of Columbia in the emerging areas of IT outsourcing, web hosting, cloud computing, and mobile communications.  Among his successes were formative-stage investments in Adjoined Consulting, Affinity Internet, Mindshift Technologies, and WCS Wireless.  In addition, Matt created and led the firm’s wireless infrastructure practice which included notable investments in Optasite, Extenet Systems, and TriStar.  Matt continues to pursue independent entrepreneurial investments in a number of early-stage technology startups.  He is currently on the Board of Directors of Northridge Systems and recently joined the Board of Cloud Sherpas, Inc., the leading provider of Managed Google Apps Solutions in the U.S.  Matt presently resides in Pittsburgh, Pennsylvania with his wife Sandy and three children.

Name: Ross Singletary ’89
Education: Bachelor of Arts, Washington and Lee University
Current Business: Co-Founder and Managing Partner, Arcus Capital
Professional Notes:
Ross Singletary is a Co-Founder and Managing Partner of Arcus Capital Partners, a Registered Investment Adviser and Wealth Management Firm based in Atlanta that manages over $700 million in assets.  Arcus Capital Partners was recently named by Investment News as one of the fastest growing Registered Investment Advisers in the country.   Ross frequently appears on CNBC’s Closing Bell with Maria Bartiromo on which he opines on any and all things related to the global capital markets.Immediately prior to co-founding Arcus with partners Steve Sloan and Steve Edwards, Ross was a Director with Credit Suisse.  Ross moved to Atlanta from New York in 1999 when he was with Morgan Stanley in their Private Wealth Management Group.  Ross is a native of Thomasville, GA.  He is a 1989 graduate of Washington and Lee University (BA in Economics) and of Columbia Business School where he received his MBA in 1998.  He was the Co-Valedictorian of his Columbia Business School Class. Ross serves on the Board of Sheltering Arms in Atlanta where he chairs the Investment Committee.  He was the Co-Chair of his recent 20th Reunion at Washington and Lee University.  He and his wife, Sally, have four children: Will (14), Sophie (11), Wyatt (9) and Mary Preston (9).

Name: Hatton C. V. Smith ’73
Education: Bachelor of Arts, Washington and Lee University
Current Business: President and CEO, Royal Cup Coffee
Professional Notes:
Hatton C. V. Smith serves as President and CEO of Royal Cup Coffee.  Mr. Smith has been active in the following: 1) The Church of the Advent, 2) Washington and Lee University, 3) the coffee industry, and 4) Civic endeavors in the community. Hatton has three children; Joslyn, age 22 attending the University of Alabama; Gage, age 19 attending Washington and Lee University; and Hatton II, age 17, attending Mountain Brook High School.

Name: John S. Stump, IV ’91
Education: Bachelor of Arts, Washington and Lee University; MBA, Kenan-Flagler Business School at UNC Chapel Hill
Current Business: CEO, Monitech, Inc.
Professional Notes:
John Stump is the CEO of Monitech, Inc., a manufacturer of Breath Alcohol Ignition Interlock Devices based in Raleigh, NC. Through both distributors and their own network of service centers, Monitech installs, services and monitors sophisticated in-vehicle ignition interlock devices that can measure a driver’s blood alcohol content to prevent them from driving in an unsafe condition.

Prior to Monitech, John spent six years at SAS where he managed Business Intelligence and Analytics sales teams with responsibility for several of the world’s largest banks and credit card companies. Prior to SAS, John was Director of Strategic Alliances for Interpath and USinternetworking (now part of AT&T) where he led the development of a channel sales capability that established the company’s lucrative Enterprise Resource Planning (ERP) application outsourcing business. His career has also included founding and growing several technology companies including IAVO Research and Scientific, GeoGenesis, and Shark Finesse, LLC as well a stint at Arthur Andersen in Bangkok, Thailand during the Thai financial crisis.

Mr. Stump lives in Raleigh, NC with his wife Lauren and his five year old son, Sutton and three year old daughter, Bailey. He serves on the Nationwide Leadership Council for Big Brothers Big Sisters of America, the board of Band Together, NC and Big Brothers Big Sisters of The Triangle.

Fall 2010 Judges:

Name: Matthew G. Bevin ’89
Education: Bachelor of Arts, Washington & Lee University
Current Business: Integrity Asset Management, CEO & Principal
Professional Notes
As CEO and a member of the firm’s Board of Managers, Matt is responsible for the planning and direction of all aspects of Integrity Asset Management’s policies, objectives, and initiatives. Additionally, he serves as President and Chairman of Veracity Funds (a mutual fund company he started in 2004). He has 20 years of management, investment consulting and marketing experience. He is a former United States Army officer and a graduate of Washington & Lee University.Prior to founding Integrity (a $3B institutional investment management firm) in 2003, Matt was the Director of Product Management for Invesco–NAM. Other previous positions include: Principal of National Asset Management, Vice President and Account Manager of Putnam Investments and Consultant with SEI.Additional companies where Matt is founder, president, or lead investor include: Bevin Bros Manufacturing Company, Neuronetrix, Heart and Soul  Candies, Waycross Partners, Correct Building Products (now a division of GAF Materials Corp.), Golden Rule Sign Company, LegacyIt.com, etc. Companies that Matt has founded or co-founded have three times been named to the Inc 500 (#211, #444 and #47). In 2009, he was a regional finalist for the Ernst & Young Entrepreneur of the Year award.Matt has pursued a number of off-the-beaten path ventures, including skydiving, bungee jumping, teaching English in Japan, riding his bicycle across the United States and running with the bulls in Pamplona, Spain. Matt and his wife have been blessed with five daughters and one son. He is a member of several endowment, foundation and corporate boards.
Name: Dax Cummings ’91
Education: Bachelor of Arts, Washington & Lee University
Current Business: Revolution Money,  Chief Operating Officer
Professional Notes
Dax Cummings Chief Operating Officer Dax spent 12 years at MBNA America, most recently as Division President while serving on the corporate Management Committee. He led MBNA’s US Endorsed Card business, where he was responsible for endorsed and co-branded portfolio strategies, new sales, marketing, and relationship management. Dax was the youngest person at MBNA to be promoted to Senior Executive Vice President and to the Management Committee. Before joining Revolution Money, Dax served as the Managing Director of Strategic Marketing for The Kessler Group, working for Howard Kessler, a founder of affinity-based marketing in the financial services industry.
Name: Graig A. Fantuzzi ’96
Education: BS, Business Administration and Physics Engineering, Washington & Lee University, Fulbright Scholar
Current Business: Harvard Management Company, Fixed Income Portfolio Manager
Professional Notes
Graig is a fixed income portfolio manager at Harvard Management Company, where he has been working for the past three years.  Graig manages over $3 billion of fixed income assets and trades in the global fixed income markets to generate alpha.  Graig and his family arrived in Boston from NYC in June of 2007. Prior to HMC, Graig worked at Morgan Stanley where he was head of the Global Interest Rate Strategy team.  He spent over a year working in Tokyo as a US and Japan interest rate strategist.  Graig is Treasurer of the Beacon Hill Nursery School.  Graig and his wife Jacqueline live in Boston and have two boys, Owen and Jaxon.
Name: Timothy P. Gallagher ’92
Education: BS, Business Administration, Washington & Lee University
Current Business: Key Genomics, CEO
Professional Notes
Tim Gallagher has more than a decade of experience growing life science businesses, including P/L responsibility for a $35M line of business, with >20% annual growth. Proven results in strategic and product marketing, financial management and corporate financing, and international business development. He is most excited by the challenges managing high growth businesses, of working internationally, and converting technology into positive cash flow.  Tim’s areas of specialization include profitable growth of life science products and services, marketing the right product/service to the right customer, strategy, international business development, business planning, partnership development, ongoing growth management, and understanding and valuing new technologies, particularly in life sciences.
Name: Alexander W. McAlister ’82
Education: Bachelor of Arts in Economics, Washington & Lee University
Current Business: Sterling Capital Management, President & Managing Director
Professional Notes
Alex McAlister is the CEO of Sterling Capital Management. Headquartered in Charlotte, NC, Sterling is an institutional asset manager with over $31 billion in assets under management.   Sterling manages both equity and fixed income assets for corporations, hospitals, endowments, public units and other institutional clients throughout the U.S., Europe and Asia. McAlister has overseen the growth of Sterling over the last 20 years from $600 million to over $31 billion in assets under management. Previously, McAlister was trained as a credit analyst and later managed the national market sales force in the capital markets group of the predecessor bank to Bank of America. In 1989, he joined Trinity Capital Advisors as a founding partner. Trinity was sold to United Asset Management(UAM) out of Boston, MA in 1991, and merged together with Sterling Capital, an existing  UAM company.  In 2001, McAlister participated in the management buyout of Sterling from Old Mutual based out of London. Sterling moved to a 100% employee owned firm, and McAlister was one of the 5 partners involved in this transaction.  In 2005, Goldman Sachs assisted Sterling in selling a 70% equity stake to BB&T (Top 10 bank holding company in the U. S.).McAlister has assisted in numerous other start up situations including being a member of the “founding committee” of Trinity Episcopal School. Trinity is a successful 1st thru 8th grade school located in center city Charlotte. He is a founding member of City Church Charlotte.  City Church is an Anglican plant by way of St. Mary’s London.  McAlister is active in the community volunteering time and resources with BRIDGE Jobs Program, LOVE, Inc., Urban Ministry, Brookstone School and other community organizations.
Name: Carol O’Kelley ’91
Education: BA,English, Washington & Lee University
Current Business: Chief Marketing Officer, Red Prairie
Professional Notes
Carol O’Kelley is the Chief Marketing Officer for RedPrairie Corporation, a privately-held technology company that provides inventory, transportation, and workforce solutions to 34,000 customer sites in more than 40 countries.  Previously, O’Kelley was on the management team of Oracle Retail, which was Oracle’s first global business unit dedicated to an industry.  During her tenure, Oracle acquired approximately $1B of retail technology assets and integrated them into a single solution to serve the needs of the world’s largest retailers.  She has also held executive marketing positions at Manhattan Associates and Retek (which was acquired by Oracle in 2005), and has nearly 20 years experience in retail and supply chain companies.
Name: Lloyd R. Sams ’78
Education: B.S., Business Administration, Washington and Lee University; MBA, University of North Carolina at Chapel Hill
Current Business:
Professional Notes
Lloyd brought seventeen years of banking experience to BIA, principally with First Union (now Wells Fargo) and First Chicago (now JP Morgan Chase). At First Union, Lloyd was Managing Director and Group Head for Communications and Media Finance, the largest and most successful specialized industry within the Capital Markets subsidiary. Over his seven-year tenure, the Group’s commitments grew eight-fold to $6 billion. He spent the previous ten years at First Chicago where he was the head of the Telecommunications Team. Lloyd has been at BIA since 1999 and co-manages all of the Funds’ activities. BIA Digital Partners is a private investment firm, managing approximately $280 million.  Financing is available for acquisitions, organic growth, recapitalizations and leveraged/management buyouts among other purposes. BIA Digital Partners maintains a focus on mid- to later-stage companies operating in the media and entertainment, telecommunications, information, education, business and consumer services industries.  Investments generally range from $5 to $15 million and are typically in the form of subordinated debt with warrants or preferred equity.
Name: Kurt Shreiner ’85
Education: BS,Commerce, Washington & Lee University
Current Business: Executive Vice President and Corporate Financial Services Group Executive, Atlantic Capital Bank
Professional Notes
Mr. Shreiner is the Executive Vice President and Corporate Financial Services Group Executive of Atlantic Capital Bank.  He has 20 years of experience in client and credit management with a diverse international and domestic background. From 2002-2005 Mr. Shreiner served as the Managing Director and Group Head for Wachovia Securities’ Continental European Group.  In that role, he supervised strategic direction, financial performance and client management of the corporate and investment banking team responsible for European corporations and their subsidiaries.  He has extensive experience working with the European corporate market and with U.S.-based subsidiaries of global clients.  He also worked as the Managing Director and Group Head for Wachovia Securities’ International Corporate Finance Portfolio from 2001 to 2003.  Prior to his work with Wachovia in Atlanta, Mr. Shreiner led the bank’s London branch during its transition from representative office to corporate banking branch.  As the General Manager, he was responsible for setting market strategies for European corporate banking business and was the primary contact for UK and US bank regulators.