EC Members:
News & Activities
Welcome to Our New Member...

firstRain is the leading provider for search-driven research applications, offers investment professionals a powerful information advantage that is customized to their individual portfolio strategies and market views. firstRain uncovers information that would not be seen otherwise, allowing our clients to ask and answer questions, generate ideas, and identify trends. Site
... and Thank You to Our Renewing Members

FD was established in the 1980s as a specialist financial consultancy. But over the years have broadened their expertise in response to the needs of our clients. Today they provide an integrated, all-encompassing service, addressing all high-level communications issues, both locally and globally. Site

Mintz, Levin, Cohn, Ferris, Glovsky and Popeo is a versatile law firm of more than 450 highly qualified and dedicated attorneys representing diverse international clients in many industries, who turn to them for a wide range of legal services and resources. Their clients include major public corporations, privately held and family businesses, entrepreneurs, start-ups and emerging growth companies, investors, underwriters, directors and officers, research scientists, medical and academic institutions, public agencies and industry associations. Site
Looking to
get
Better Connected?
There are many business events where you can network in
New York. And, there are lots of organizations and clubs.
Right? But, how many times have you been disappointed
and not met the people you expected to meet at these events?
As a non-profit trade association, the Executive Council
exists to foster and create senior level connections in
New York. That’s it. We do it every day. Just like
making the donuts. Now is the time to make the right connections
and stay ahead of the competition. By joining the Executive
Council, you are increasing your visibility to decision
makers and gaining the exposure and access you need to
develop new relationships. We take our job very seriously
– which is to provide you a place to make the right
connections.
Membership for your entire executive team starts as low
as $1,000 per year Download
2007 Membership Form (PDF)
The Executive Council is a powerful marketing
and sales channel that provides you with access and exposure
to new clients and partners. You can network anywhere.
But, the Executive Council will help you make the right
connections. Read
More
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Executive Council Partnership Program – 2007
The Executive Council is partnering with several key organizations this year. We wanted to introduce you to a few of them below.

As the official email service provider of the Executive Council, Bronto Software, Inc. provides email-marketing software to more than 600 online retailers, interactive agencies, and marketing departments around the world. Bronto’s Web-based application and industry-leading customer service give marketers the tools and support needed for successful, permission-based email marketing programs. Bronto Software was founded in 2002 and is headquartered in Durham, North Carolina. Current Bronto customers include Trek Bikes, Lending Tree, JPMorgan Chase Vastera, Duke University, and more. Site

CEO Challenges is the world-leader in sport competitions designed specifically for CEOs, including CEO Ironman, Golf, Cycling, Triathlon, Driving, Tennis and Climbing Challenges (with more to come). Each event is designed as a first-class unique experience with numerous business networking opportunities for the competing CEOs. The official charity of the events is the Challenged Athletes Foundation. Site

The Chief Marketing Officer (CMO) Council is dedicated to high-level knowledge exchange, thought leadership and personal relationship building among senior marketing and brand decision-makers across a wide-range of global industries. The CMO Council's 3,000 members control more than $70 billion in aggregated annual marketing expenditures. Companies represented on the CMO Council have combined annual revenue of over $600 billion. Visit the CMO Council web site to find out about the initiatives geared to address executive marketers' challenges at http://www.cmocouncil.org.
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Executive Council Advisory Boards:
News & Activities
Barbara Ryan, Managing Director, Deutsche Bank Securities Inc. Joins Executive Council Healthcare Advisory Board
The Executive Council of New York is very pleased to announce the appointment of Barbara Ryan, Managing Director, Deustsche Bank Securities Inc., to it’s Healthcare Advisory Board. Barbara Ryan joined Deutsche Bank Securities Inc. in April 1992 as a senior analyst covering Pharmaceuticals, focusing primarily on the U.S. majors. In 2005, she extended her coverage to include the major U.S. drug distributors. Barbara has been recognized twice by the Wall Street Journal All-Star Analyst survey, and is a four-time member of the Institutional Investor All-America Research Team (most recently in 2003). Barbara has been following the U.S. pharmaceutical industry since 1982. Prior to joining Deutsche Bank, she was at Bear Stearns & Co. for eight years and followed that with two years at Prudential Securities. Barbara studied at the University of Massachusetts, and majored in Finance. Read
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Robert Klein, Director, Strategic Accounts Sales, UPS, Joins Executive Council Financial Services Advisory Board
Robert Klein, Director Strategic Accounts Sales, UPS has been named to the Executive Council’s Financial Services Advisory Board. As Director for Strategic Accounts Sales for UPS, Bob Klein was named to his current position in February 2006 and is based in Manhattan. He is responsible for worldwide sales and solutions for financial segment customers headquartered in the north east region of the United States. Read More
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Upcoming Executive Council Events
The New IP Economy™:
What’s at Stake and Why Top Executives are
Listening Up
The Executive Council of New York, Orrick, and Microsoft cordially invite you to attend our annual Intellectual Property Licensing Forum taking place on March 21, 2007 at the Harvard Club of New York. This forum presents a way for CEOs, Directors and all other IP owners — CIO’s, IP executives, corporate counsel, and business development officers — to share practical and innovative strategies for maximizing the value of their company IP and IT portfolios, while minimizing the legal and business risks. Attendees will gain a better understanding of the varied business and legal issues around protecting, growing and leveraging their IP and IT investments. We’ll discuss business issues and also the tale of an unlikely partnership – Novell and Microsoft.
Speakers will include:
Corporate Vice President & Deputy General Counsel, Intellectual Property, Microsoft
Partner, Intellectual Property And Chair, Software Group, Orrick
Senior Vice President & CIO, Mount Sinai Medical Center
Vice President Information Architecture, Johnson & Johnson
Chief Executive Officer, UGO Networks, Inc.
Editor in Chief, CIO Magazine
Read
More
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Johnston/On
Alan Patricof
Greycroft is quite active in early stage investing — how do you size up a very early stage company when considering an investment?
In an ideal situation, we look for a seasoned management team that has had experience in a similar area of activity. We look for a business with a significant addressed market, a unique proprietary advantage, and a good set of economics.
What inspires you about today’s entrepreneurs? Any differences from entrepreneurs of the heady 90’s?
I think that entrepreneurs today are more seasoned and they definitely are more aware of the pitfalls that individuals and companies encountered in the 90’s. They are more realistic about staging and growth, using bench marks as they raise different levels of capital.
You are well known for political and philanthropic activism. But, one of your other passions is addressing social inequities and access to capital in developing countries. What are the most promising sectors / companies in places like Africa and Latin America?
I believe the developing world, in particular Africa, has a broad range of opportunities across the board. The best way I can describe it is with the following anecdote: “Two shoe salesmen go to Africa to make some money; one calls his boss and says, “I’m coming home, nobody here wears shoes,” similarly, the other salesman calls his boss and says, ’I am moving my whole family here and making this my life career, everybody here needs shoes.’ I believe that says it all.
The softball question...what’s your favorite thing about New York?
That’s easy - It’s the energy! I am reminded of this every time I return home from visiting another city, country or continent. As I step out into the New York air, I breathe deeply and know that I am back in the most exciting environment on earth.
Send your comments, diatribes and pontifications to bobj@execcouncil.org
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Promote
Your White Papers and Case Studies
Did you know the Executive Council can promote your
company’s latest offerings and Best Practice
reports? Contact neysa@execcouncil.org
for further details or visit
this page. |
CarbonBased Consulting
Enterprise Risk and Portfolio Management Application Providers: An in-depth look at risk issues and solutions for the asset management industry.
Authors: Brian Shapiro & Ralph Lafferty
CarbonBased Consulting (Carbon) together with Carbon360 Research (Carbon360) is an established research and advisory firm focused exclusively on the asset management industry. Founded in 1997, with offices in New York City and Greenwich, CT, Carbon is the asset managers’ first call for Intelligence and guidance to address and resolve all information systems, software development and operating processing challenges through its full spectrum advisory and extensive line of research products.
Carbon delivers tailor-fit, strategic, and tactical advisory services to investment managers facilitating their selection, integration and implementation of technology solutions, and operations design. Carbon360’s line of research services include: up-to-date; in-depth product guides; vendor profiles and comparisons; user surveys highlighting industry trends; qualitative and quantitative market research; and interactive, self-executing management evaluation and management tools.
This case study is for informational purposes only. CarbonBased Consulting, Inc. or its affiliates makes no warranties, express or implied in this summary.
Click here to download full PDF (47 pages, 924KB)
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