Walter Carlson regularly serves as lead counsel in securities litigation, shareholder derivatives suits, M&A litigation, and defense of SEC enforcement matters at Sidley Austin LLP. He has first-chaired major matters in state and federal courts across the country for more than 25 years. He is a former co-chair of the firmwide Securities and Shareholder Litigation practice area team and has served as a member of Sidley's Executive Committee since 2002.
Carlson's experience and successes have been recognized in Chambers USA in Litigation since 2003, in The Legal 500 US for many years, in the Benchmark Litigation since 2008, and in Best Lawyers since 2006. He has been recognized as Securities Lawyer of the Year for Illinois by Best Lawyers and is recognized for Bet-the-Company Litigation, Litigation-Mergers & Acquisitions, Litigation-Securities, and Commercial Litigations.
Carlson is also the non-executive chairman of the Board of Directors of Telephone and Data Systems Inc. and a member of the Board of Directors of US Cellular Corporation.
Theodore L. Dysart is a vice chairman with Heidrick & Struggles where he is a leader in the Global Board of Directors Practice and an active member of the CEO search practice. He is responsible for senior-level executive search assignments and is a functional specialist at Heidrick & Struggles, working exclusively on board, CEO, and succession planning engagements. He has placed more than 600 executives on the boards of Fortune 500, mid-cap, and private companies. BusinessWeek ranked him as one of the 150 most influential head hunters in the world, and Executive Search Review named him one of six Executive Recruiters to Watch. Over the last several years, he has been named 10 times to the Directorship 100, a listing of the most influential individuals in corporate governance by NACD Directorship magazine. In 2011, he was named to the list of Rising Stars of Corporate Governance by the Millstein Center for Corporate Governance and Performance at Yale University.
Serving as a board- and CEO-level advisor, Dysart helps clients identify and attract the proper mix of leadership required for building and managing effective businesses. His consultative-driven approach focuses on working with boards to look at long-term development plans for both management and board succession planning.
Throughout his career, Dysart has worked with a wide variety of clients such as American Airlines, American Electric Power, Avon Products, Corning Inc., Flextronics International Ltd., FMC Corp., Girl Scouts of the USA, Kimberly-Clark Corp., Krispy Kreme Doughnuts, Liberty Mutual, McGraw-Hill Financial Inc., Moneygram International, Navistar International Inc., New York Life, PepsiCo Inc., R.R. Donnelley, Sysco, Starbucks Corp., USAA, and WellPoint Inc., recruiting directors and senior executives. He is a regular commentator on the subject of corporate governance, and his comments have appeared in The New York Times, USA Today, The Wall Street Journal, and CNN as well as other local and regional papers. He also has served as a guest lecturer at George Washington University, Northwestern University, The Terry College of Business, and The University of Chicago.
A graduate of Worcester Polytechnic Institute, Dysart was a member of the first class to receive a bachelor's degree in Management Information Systems. He is active in civic circles and serves on the board of directors of the Chicago Club, Economic Club of Chicago, The American Red Cross of Chicago and Northern Illinois, and CECP, The Force for Corporate Good.
Mark Erkenswick has been a partner since 2007 and has more than 21 years of experience providing audit and accounting services to global manufacturing and distribution clients.
Julie Marcello leads Marsh's Chicago operations. In this role, she is responsible for developing and executing the business plan, maximizing client retention, achieving sustainable growth, pursuing continuous improvement, and creating forums for collaboration and innovative dialogue around risk. A believer in trust, transparency, and talent, Marcello's leadership style aims to inspire her team to operate with passion and expertise to create exceptional results for the business and their own professional development.
Marcello is an accomplished insurance industry executive with global management and operational experience. She has 19 years of domestic and international experience spearheading strategy, P&L management, production, distribution, portfolio management, operations, service delivery, and team leadership.
Marcello joined Marsh in 2016 and successfully led the financial and professional liability growth strategy for the company's North East Zone. Prior, she spent 18 years with Chubb in professional and management liability leadership roles around the globe including Latin American zonal underwriting manager, Australia country leader, and European zone leader.
Peter Mullen is a member of Houlihan Lokey's Financial Advisory Services business. He focuses on transaction opinions, assisting boards of directors, special committees, and other constituents in evaluating proposals and understanding critical transaction issues. He has more than a decade of experience analyzing complex transactions across many industries, including conflict-prone situations involving issues of corporate governance. Mullen has played an integral role in the rendering of numerous transaction opinions related to M&A, recapitalizations, restructurings, spinoffs, and asset sales. His clients include Fortune 500 corporations, middle-market public and private companies, family-owned businesses, and start-up ventures.
Mullen graduated with distinction from the University of Wisconsin with a BBA in Finance and a concentration in History.
Allyson Pooley has over 25 years of experience in senior-level finance, strategy, investment management, and communications. Prior to joining Financial Profiles, she spent nearly eight years at Apollo Education Group, first as vice president, Investor Relations, where she was recognized as Institutional Investor's 2009 Best Investor Relations in Business & Professional Services. She later became vice president, Strategy and Development, for an Apollo subsidiary, Western International University, where she was responsible for strategic planning and collaborated with Apollo's corporate development team on partnerships and acquisitions. Previously, Pooley was a managing director at ICR where she counseled senior management teams and boards on investor relations and worked with many pre-IPO companies. She acted as company spokesperson and chief financial writer for companies in diverse industry groups including education, professional services, technology, media, airlines, and consumer products.
Pooley began her career in the investment management industry. She was a sell-side analyst at The Chicago Corporation (later became ABN-Amro), a hedge fund manager at UBS O'Connor, and a technology specialist in institutional equity sales at Merrill Lynch. She has a bachelor's degree in Economics from the University of California, Berkeley and an MBA from the University of Southern California's Marshall School of Business. She is a member of the National Investor Relations Institute (NIRI). Pooley is also a member of the Women's Board of Lincoln Park Zoo in Chicago and recently cochaired the 2018 Zoo Ball.
Jeff Schiedemeyer joined Duff & Phelps in 1998. He is a managing director in the Chicago office and a senior member of the Transaction Opinions practice, which includes fairness and solvency opinions. Additionally, he is a member of the Transaction Opinions Senior Review Committee and leads the firm's international fairness and solvency opinion activities. He has more than 20 years of corporate finance experience.
Schiedemeyer specializes in providing corporate financial advisory services to clients on valuation matters related to fairness and solvency opinions, mergers and acquisitions, and private debt and equity securities. His corporate transaction experience includes mergers and acquisitions, divestitures, recapitalizations, and spin-offs.
As a member of NACD, Schiedemeyer serves on the Advisory Committee for the Chicago Chapter and is an NACD Governance Fellow. He is also an FINRA series 7 and series 63 registered representative.
Schiedemeyer holds an MBA in Finance and Management Strategy from Northwestern University's J.L. Kellogg Graduate School of Management, where he graduated with distinction, and a BBA in Finance from the University of Wisconsin-Madison.
Ed Steinhoff is a managing director in Pearl Meyer's Chicago office. He works with the boards of directors and senior management teams of public and private companies ranging from small and middle-market firms to multi-billion dollar corporations in designing executive and employee compensation programs that drive business performance and value creation, secure high-performing talent, and withstand external scrutiny.
Steinhoff works with clients across many industries with a particular focus on health and property and casualty insurance, professional services, banking, manufacturing, and not-for-profit organizations. His areas of expertise include employee, executive, and board of directors pay competitiveness reviews; cash and equity incentive plan design; and retention program design. Prior to joining Pearl Meyer, Steinhoff worked for over 13 years with Mercer, a major human resources consulting firm, where he led the Michigan market compensation business. He also has 12 years of corporate compensation experience with Amoco Corporation in Chicago.
Steinhoff received a Bachelor of Science in Finance from Georgetown University and a Master of Business Administration from the University of Michigan Ross School of Business.
Terri Treemarcki is a member of Houlihan Lokey's Financial Advisory Services business. He has more than 15 years of experience advising clients on valuations, M&A, private placements of debt and equity, and in- and out-of-court financial restructurings. He is also active in the firmâ€™s transaction opinion practice, rendering fairness opinions and solvency opinions to boards, independent fiduciaries, lenders, and other constituents. He has a particular emphasis on cross-border and multi-jurisdiction transactions involving companies based in North America, Europe, and Asia.
Treemarcki has experience in a variety of industries, including food and consumer products, financial institutions, media and entertainment, telecommunications, metals and mining, aerospace and defense, engineering and construction, manufacturing, chemicals, and healthcare. Before joining Houlihan Lokey, he was an analyst in the corporate finance group at Ernst & Young.
Treemarcki holds a BBA in Accounting and Finance from the Stephen M. Ross School of Business at the University of Michigan.