New York City, NY
May 7, 2010
The Harvard Club of New York City
35 West 44th Street
New York, NY 10036-6613
May 7, 2010
The Harvard Club of New York City
35 West 44th Street
New York, NY 10036-6613
- "Alliance Builders" Breakfast Meeting
- 7:00 A.M. - 8:45 A.M.
Breakfast, meeting time for members and their guests, and an industry leading Platinum member keynote 
Peter Welch, President CCFO Sox International & Platinum Member
Peter Welch, a global financial accounting consultant, is a highly experienced educational/training expert, senior financial manager/interim CFO, accountant and entrepreneurial development specialist/interim CEO as well as a Sox 404 expert. He has worked in Egypt, Bermuda, Puerto Rico, UAE, Georgia and Bosnia as well as Japan, Sudan, Iraq, Afghanistan and South Africa. His 30 + years of experience spans assisting organizations with multibillion dollar budgets to small startups implementing changes to financial systems. ContractualCFO.Com/Sox International (CcfoSox) or, www.SoxInternational.com, is the premier U.S. provider for educational services towards the adoption and implementation of IFRS. CcfoSox also specializes in CFO Rental services, Econometric modeling/5-Year Business Plans, FASB Codification and documentation issues and process reengineering/process flow mapping. In addition to the University of Southern New Hampshire and Golden Gate University, California, Mr. Welch has taught accounting in Dubai (UAE), Egypt (Cairo) and South Africa. His teaching focuses on the fundamentals of accounting and financial theory, the economic-analysis of businesses, asset/liability matching(CAPM/NPV) and bank gap analysis/liquidity-risk, forensic accounting and the criticalness of financial transparency with respect to capital sources/derivatives and the investor community. He was trained and educated (ACCA) as an Accountant in England and has a U.S. Masters Degree in Finance, graduating with distinction.’
Session 2:
- Private Equity Panel and Expert Breakout Session
- 9:00 A.M. - 10:45 A.M.
PE panel discussion followed by round tables led by PE fund managers 
Sam Seraphim - Partner, Fieldston Investors SIGI, LLC
Sam Seraphim is a Partner at Fieldston Investors SIGI, LLC, a private equity sponsor of lower middle market acquisitions in industrial goods and services. Fieldston Investors makes control investments and adds value to the business by professionalizing management, developing a strategic direction, focusing on new product development, reinforcing information systems and keeping an eye on exits. Sam Seraphim was also Founder and Managing Partner of SIGI, a private equity firm based in New York City. Through Fieldston Investors and SIGI, Sam has participated in private equity transactions exceeding $500 million of mid-market private equity acquisitions and divestitures.
Prior to Fieldston Investors, Sam Seraphim was President and CEO of an engine component manufacturer for the automotive industry. He also co-founded the Park Avenue Bank, NA and was its President and CEO during organization. He led a unit of Chase Manhattan Bank, NA that arranged and provided $1.7 billion in project finance for infrastructure and industrial projects, such as a refinery, truck assembly, food processing, diverse manufacturing operations, hotels and a container handling facility. At McKinsey & Co., Inc. and subsequently in his career, he rationalized operations and improved profitability of Fortune 500 companies, public companies and private companies in a number of industries.
Seth Lemler - Operating Principal, Versa Capital Management
At Versa Capital Management, Mr. Lemler is responsible for originating, structuring and managing private equity investments in special situations, including stressed and distressed companies. Mr. Lemler has over 20 years of experience in the turnaround and restructuring markets, and has acted as a principal and advisor across a broad range of transactions.
Prior to joining Versa Capital Management in 2008, Mr. Lemler was a co-founder of Morgan Joseph & Co., where he was a Managing Director and the head of restructuring. Prior to Morgan Joseph, Mr. Lemler was a Managing Director and the head of restructuring at Ladenburg Thalmann & Co. Mr. Lemler was also a senior manager in the Deloitte & Touche Reorganization Advisory Group.
Mr. Lemler is a graduate of the Massachusetts Institute of Technology, where he earned a B.S. degree in Chemical Engineering. Mr. Lemler also holds a Masters of Business Administration from the University of Chicago’s Graduate School of Business.
JP Paquin - Managing Director, Brown Brothers Harriman & Co.
JP is Co-Manager of BBH Capital Partners, the private equity investing unit of BBH&Co. He is actively involved in sourcing, executing and monitoring investments. In addition, JP manages the operations and administration of BBH Capital Partners and is responsible for fundraising and investor relations. JP currently serves as a member of the Board of Directors of CTM Group, Inc., Fire-Dex, LLC, Freedom Scientific Holdings, LLC, Tower Ventures, LLC and KODA Distribution Group, Inc. Prior to joining BBH Capital Partners permanently in 1998, JP supported BBH's mergers and acquisitions advisory activities and the 1818 Funds' investing activities. JP graduated cum laude from Colgate University and received a Masters of Business Administration from the Wharton School of the University of Pennsylvania.