Young Finance Professionals

Scott Petty, Managing Director at vSpring Capital - September 9th noon at the Zions Bank Founder’s Room

youngfin — Mon, 30 Aug 2010 17:48:43 +0000

Scott knows how to add value from the outside in. As a consultant with Bain & Company for seven years, he worked with more than 16 IT and non-IT companies, re-engineering their strategies for optimum results.

Prior to vSpring, Scott was COO and a Board Director of Zuka Juice, a retail organization selling nutritional products. Under Scott’s leadership, Zuka Juice grew from its first store to 96 retail units and over 400 employees. Zuka Juice was acquired by Jamba Juice (NASDAQ:JMBA), a venture backed competitor.

Scott serves on the Board of Directors of the Lassonde New Venture Development Center at the University of Utah. He also serves on the National Directors Council at the Utah Museum of Fine Arts.

Scott received a BS in Economics from Brigham Young University and a MBA from the Harvard Business School. Scott has led vSpring’s investments in Alianza, Alpha Bay, comScore (NASDAQ:SCOR), Control4, FamilyLink, Infusionsoft, LignUp, Public Engines, SwarmBuilder, Zonder and Cerberian which was acquired by Blue Coat Systems, Inc. (NASDAQ:BCSI).

Kent Bowman, Managing Partner, Tanner LC, July 14th, Noon, Zions Bank Founder’s Room

youngfin — Thu, 08 Jul 2010 15:57:42 +0000

Kent M. Bowman
Managing Partner, Audit and Business Advisory Partner, Tanner LC

Years of Professional Experience
30 years, Audit, Accounting and Business Advisory Services
Arthur Andersen LLP        22.0   years
KPMG LLP                           2.5   years
Tanner LC                          5.5   years

Professional Experience
Kent serves a variety of public and private companies in the software, real estate, distribution, franchising, manufacturing, retailing, technology, hospitality and transportation industries. He has significant experience with SEC financial reporting, mergers and acquisitions, handling multi-location engagements and corporate finance transactions. Kent has assisted numerous clients with public and private debt and equity offerings, including initial and secondary public offerings. Kent has expertise with ERISA and DOL rules and regulations. Kent serves as a concurring reviewer and SEC financial reporting specialist.

Kent was the managing partner of the Salt Lake City office of Arthur Anderson LLP. He also served as the firm’s director of litigation services for the Salt Lake City practice. Kent has extensive experience in conducting due diligence investigations for mergers and acquisitions.

Representative Client Experience
1-800 Contacts
American Skiing Company
CR England Trucking
Cadence Design Systems
Deer Valley Resort Company
Franklin Covey
Huntsman Corporation
Stein Eriksen Lodge.
Mrs. Fields’ Original Cookies, Inc.
Nature’s Sunshine Products
OC Tanner Company
Provo Craft
Rio Tinto / Kennecott Copper
SkyWest
Sonic Innovations
Sundance
Utah Ventures
Easton Technical Products

Professional and Civic Activities
•    Member, American Institute of Certified Public Accountants
•    Member, Utah Association of Certified Public Accountants
•    Member and Past President, University of Utah School of Accountancy Advisory Board
•    President and Board Member, Guadalupe Schools
•    Member, Rotary Club
•    Past Co-Chair, Bringing Hope to Single Moms
•    Past President, Salt Lake Chapter of the Institute of Management Accountants

Education
Masters of Professional Accountancy degree June 1980
with an emphasis in Taxation (University of Utah)

• Recipient of the University of Utah’s Highest Academic Achievement Award
• Graduated number one in the School of Accounting

Bachelor of Arts degree in accounting (University of Utah) June 1979

•    Graduated Magna Cum Laude
•    Recipient of the Accounting Student of the Year Award from UACPA
•    Minor in Persian (Middle Eastern Studies)
-    Recipient of the Outstanding Undergraduate Award in Persian
-    Speak, write and read Persian (Farsi)

Passed the C.P.A. exam in advance of graduation and have remained current in all continuing professional education requirements since 1980

Roger Clarke, President of Ensign Peak Advisors, June 29th, Noon, Zions Bank Founder’s Room

youngfin — Tue, 01 Jun 2010 22:50:36 +0000

Roger G. Clarke currently serves as president of Ensign Peak Advisors, Inc., an investment management affiliate for The Church of Jesus Christ of Latter-day Saints. He also currently serves as chairman of the board of Analytic Investors, Inc., a Los Angeles-based investment management firm.

Roger has authored numerous articles and papers over the years relating to quantitative investment management. He is currently on the editorial board of the Journal of Portfolio Management and the Journal of Investment Management and served previously on the editorial board of the Financial Analysts Journal. He also serves on the board of the Institute for Quantitative Research in Finance. He is the recipient of three Graham and Dodd Scrolls from the CFA Institute and the Roger F. Murray Award from The Institute for Quantitative Research in Finance. Roger has been an adjunct professor with the Marriott School of Management at Brigham Young University where for ten years he served on the full-time faculty. Roger received a Ph.D. in finance and an MS degree in economics from Stanford University as well as an MBA and a BA degree in physics from Brigham Young University.

Kyle Whittingham, Head Coach of the University of Utah Football Team, May 18th, Noon, Zions Bank Founder’s Room

youngfin — Fri, 14 May 2010 03:04:41 +0000

In five years as Utah’s head coach, Kyle Whittingham has been honored as the National Coach of the Year, averaged over nine wins a season, is undefeated in bowl games, led Utah to its best season ever and engineered the biggest win in school history. He is just the second Utah coach–and the first in 100 years–to achieve a winning record in each of his first five seasons, and his 48-17 overall mark includes a 10-4 advantage over BCS schools.

Gary Crocker, Chairman of Merrimack Pharmaceuticals and President of Crocker Ventures, LLC, April 21st, Noon, Zions Bank Founder’s Room

youngfin — Mon, 12 Apr 2010 16:56:50 +0000

Gary Crocker initially invested in Merrimack and joined the Board in 2004, and was elected as Chairman in the spring of 2005. Mr. Crocker is President of Crocker Ventures, LLC, a life science private investment firm. He is in the midst of his second term on the Board of Directors of the Federal Reserve Branch of San Francisco and also serves as a member of the Advisory Board of Sorenson Capital, an LBO private equity fund. He has held senior executive or director level positions in several successful life science firms including service from 1998 to 2003 as Chairman of ARUP Laboratories, as a director of Interleuken Genetics, Inc, and LineaGen Genetics, LLC., and as a co-founder and director of Theratech, Inc. which was acquired in 1999 by Watson Pharmaceuticals. From 1983 to 1997, he was President/CEO and founder of Research Medical, Inc., a publicly traded cardiac device manufacturer acquired by Baxter International in 1997. Prior to Research Medical, Mr. Crocker was Vice President, Business Development and Director of Marketing for the Sorenson Research division of Abbott Laboratories, and an Internal Strategic Analyst for Baxter International. He was recently inducted into the University of Utah Science Hall of Fame, and serves as a director of the University’s Research Foundation. Mr. Crocker earned both his MBA and also graduated magna cum laude with a Bachelor of Science degree in Economics from Harvard University.

C. Richard Schwarz, SVP, Zions Bank, March 29, Noon, Zions Bank Founder’s Room

youngfin — Tue, 23 Mar 2010 17:34:44 +0000

C. Richard Schwarz began his career on Wall Street in New York, NY where he traded U.S. Treasury Securities for a number of bulge bracket firms for 20 years. Over the past 10 years he has been a resident of Salt Lake City, UT where he is a Senior Vice President at Zions Bank. He is the Sales & Trading Manager for Zions Capital Markets, Zions Direct, Zions FX and the bank’s Liquid Asset Management. He is also a member of the Utah Management Council. Mr. Schwarz holds a B.S. in Economics from Bryant College and a M.B.A in Finance from New York University.

Kimball Rasmussen, CEO, Deseret Power, Feb 24th, Noon, Zions Bank Founder’s Room

youngfin — Tue, 23 Feb 2010 05:14:29 +0000

Few CEO’s enjoy the industry perspective Kimball Rasmussen has developed by working for the three power supplier business models. Holding a high senior or CEO position in municipals, cooperatives and investor-owned power utilities, Kimball has strong experience within each segment of the electric power industry.

Kimball launched his career graduating with an Electrical Engineering bachelor’s degree and a MBA degree from the Brigham Young University in 1986. Kimball rose through the power marketing department of Utah Power/PacifiCorp. Major milestones included Director of Power Marketing and Contracts and V.P. of Business Development for PacifiCorp.

In 1998, Kimball became Executive Director and CEO joined Southern Minnesota Municipal Power Agency with over 600 MW of resources and $150 million in annual revenues. Beginning in January, 2000 Kimball signed on as CEO for Deseret.
He is married and has four children.
* * *
Deseret Power is based in South Jordan, Utah and serves over 50,000 customers in California, Utah, Wyoming, Nevada, Colorado, and Arizona. Established in 1978, Deseret Power is owned by six rural electric cooperatives and operates the 458-megawatt Bonanza Power Plant near Vernal, Utah and the Deserado Coal Mine near Rangely, Colorado. Deseret also has a 100-megawatt interest in Utah Power’s Hunter 2 unit.

Jeremy Neilson, Managing Director, Utah Fund of Funds, Jan 12th, Noon, Zions Bank Founder’s Room

youngfin — Thu, 31 Dec 2009 17:13:32 +0000

Mr. Neilson was tapped by State Economic Development to launch the newly born Utah Fund of Funds in 2003. As the first staff member, Mr. Neilson has been working for the program’s success for the past five years, three of which he was the sole management team member. Mr. Neilson sits on the advisory boards of the Women Tech Council and Upstart Ventures. Prior to the Utah Fund of Funds, Mr. Neilson was an associate with the University Venture Fund where he spent time working closely with local and national venture capitalists on company due diligence. Mr. Neilson started his professional career at Neilson Elggren, in their Los Angeles office, a fraud and bankruptcy forensic accounting firm, where he worked on a number of matters including Adelphia’s billion dollar bankruptcy and one of Americas largest Ponzi schemes. Mr. Neilson holds a finance degree from BYU, an MBA from the University of Utah and a Juris Doctorate from Wake Forest School of Law.

Scott Anderson, President & CEO of Zions Bank, Dec 17th, Noon, Zions Bank Founder’s Room

youngfin — Wed, 16 Dec 2009 17:05:14 +0000

A. Scott Anderson is president and chief executive officer of Zions First National Bank. Zions Bank is
Utah’s oldest financial institution and is the only local bank with a statewide distribution of branches. Zions operates 107 full service branches throughout Utah and 25 full service branches in Idaho. In addition to a wide range of traditional banking services, Zions offers a comprehensive array of investment, mortgage, and insurance services and has a network of loan origination offices for small businesses, nationwide. Founded in 1873, Zions Bank has been serving the communities of the Intermountain West for nearly 130 years.

A native of Salt Lake City, Anderson joined Zions Bank in December of 1990.

Anderson received a bachelor’s degree in philosophy and economics from Columbia University in New York. He also received a master’s degree in economics and international studies from Johns Hopkins University in Baltimore, Maryland.

Active in community affairs, Anderson is currently serving on a number of business and non-profit boards.

Bill Murray, Chair of the Global Real Estate Group for Orrick, Herrington, and Sutcliff, Nov 16th, Noon, Zion’s Bank Founder’s Room

youngfin — Tue, 10 Nov 2009 16:08:46 +0000

Bill Murray, Chair of the Global Real Estate Group, focuses his practice on negotiating and documenting acquisitions and financing transactions, including substantial work for pension fund advisors, construction and long-term lending, ground leasing, sale-leaseback financing, synthetic leases and development transactions. He has been responsible for the leasing of numerous large retail, office, hotel and resort and industrial complexes and has been extensively involved in the workout of troubled financing transactions.

Mr. Murray’s experience includes representing numerous buyers, sellers and developers of real property, including pension funds, individual developers, domestic institutions and foreign investors. He has been active in numerous projects involving securitization of real estate assets, real estate investment trusts, public market financing of real estate companies and pension fund investment in real estate. Mr. Murray also has considerable expertise with large-scale land development projects including representing lenders and developers in numerous golf course and resort projects.

A significant portion of Mr. Murray’s practice is devoted to representing pension funds and other tax-exempt entities and the advisors to such funds and entities. This work involves traditional buying and selling for such entities, negotiating and drafting co investment vehicles, as well as negotiating and drafting agreements for the creation of investment funds.

Before joining the firm, Mr. Murray was a partner in the Real Estate Group at Morrison & Foerster LLP.